Who We Are
Team > Resource > Guide
ABOUT OUR PRACTICE & CLIENT EXPERIENCE
Our goal at Compass Advisors is to provide financial growth, stability and security for clients. We accomplish this by delivering comprehensive financial strategies, long-term investment perspectives and exceptional service.
Our Team
JEFFREY MYERS, CFP®
SENIOR INVESTMENT ADVISOR
BRENDAN HYDE, CRPS®, AIF®
DIRECTOR OF RETIREMENT SERVICES
DONNA AUSTIN
CLIENT RELATIONSHIP MANAGER
JEFFREY BURKE, CFP®
FINANCIAL ADVISOR
Our Core Values
CLIENTS FIRST PHILOSOPHY
We are Fiduciaries, obligated to act in the best interest of clients. We are beholden to the goals of our clients and their families, not to any brokerage company, bank or insurer. Our Fiduciary responsibility allows us the freedom to advise and care for clients with independence and integrity.
BROAD PERSPECTIVE AND EXCEPTIONAL STRATEGY
The common thread of the many families and businesses we serve is the need for financial security and stability. Whether navigating financial markets, mitigating taxes or planning for a legacy, as the trusted advisors to our clients we strive to think globally and develop strategies and solutions to achieve better outcomes.
TEAM MENTALITY
Our culture of success comes from the strength of our team. Each member of Compass Advisors brings a wealth of institutional experience and perspective to every client engagement. We also collaborate with our clients’ accountants, attorneys and other professionals. The value in teamwork is demonstrated by the results.