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Compass Advisors Named to List of Nation’s Top Retirement Plan Advisor Teams
Compass Advisors has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top Defined Contribution (DC) Advisor Teams with Assets under Advisement of $100 Million or more.
The 7 Best Ways To Build Generational Wealth, According to Experts
“The biggest expense most people will pay in their lives is their tax bill [so] implementing strategies to mitigate your current and long term tax bill will greatly help with wealth accumulation,” said Lauren M. King, MBA, CFP, managing partner at Compass Advisors.
Ascensus names Compass Advisors to their Elite Advisory Group
Compass Advisors is pleased to announce their addition to Ascensus’ Elite Advisor program for 2020. The Elite Advisor Group is an exclusive experience for retirement plan focused financial advisory practices that adhere to the vigorous standards of care and partnership associated with Ascensus. The program provides dedicated resources and support personnel for both the advisory practice and their 401(k) Plan clients.
Brendan Hyde Named Director of Retirement services at Compass Advisors
“By joining Compass Advisors and acting as a fiduciary for our clients, I am looking forward to bringing my years of institutional retirement plan consulting experience to the firm and partnering with business owners, helping them build and manage their retirement plan programs that will enable their employees to retire successfully,” said Hyde.