# Compass Wealth Advisors

Compass Wealth Advisors is a RIA based in Pittsford.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pittsford
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** compasswealthllc.com

## Regulatory record

- **CRD number:** 165749
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165749

## About

Compass Wealth, LLC combines financial planning and tax expertise for a holistic approach to clients’ planning and retirement goals. The firm provides financial planning, investment management, risk management, and tax services as a fee-based fiduciary advisor. It works with families and individuals and customizes solutions based on goals, timelines, and risk capacity.

## People

- Rob Chapman CPA — PFS, CMA
- Maggie McNinch
- Stephanie Pierce CPA
- Matthew DiPonzio
- Jessica Dinan
- Christian Chapman MBA
- Danielle Landsberg
- Rob Chapman — founder

## Questions

### Who are the key people at Compass Wealth Advisors?

No named principals or team members are listed in public records. The firm's leadership and advisory staff remain unidentified.

## Related profiles

- [Onyx Equity Management](https://altss.com/profile/onyx-equity-management)
- [Financial Positioning System](https://altss.com/profile/financial-positioning-system-inc)

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Last updated: 2026-08-11T15:06:27.647Z

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