Compass Financial Solutions is a financial planning firm based in Havertown, Pennsylvania, serving clients at different stages of life, from young professionals and new families to established families and retirees. The firm focuses on retirement planning, income strategies, and financial services, helping clients understand their current situation and work toward their financial goals.

Its proprietary Compass Wealth Conversation process includes strategy and diagnostic sessions, followed by implementation. Compass also offers insurance services, estate planning, long-term care insurance, and support for union pension specialists and extended care needs. Its planning discussions may address topics such as retirement income, IRA beneficiaries, college costs, nursing care, mortgage decisions, and the potential tax impact of Social Security.

Compass Financial Solutions provides in-person and Zoom consultations and invites prospective clients to start a conversation with its team. The firm is located on West Eagle Road in Havertown and offers resources including books, newsletters, and webinars.