Compass Financial Partners
Financial Services • 
Lake Forest, Illinois, United States • 21-50 Employees
Company overview
| Headquarters | 272 E Deerpath Rd, Suite 204, Lake Forest, Illinois 60045, US |
| Phone number | +11968838 |
| Website | |
| NAICS | 52 |
| Keywords | Business Succession Planning, Wealth Management, Financial Planning, Estate Planning, Private Client Services, Retirement Income Planning, Life Insurance Planning, Trust Services, Long Term Care Planning, Investment Strategies, Business Risk Management, Fee Based Financial Planning, Disability Income Planning, Business Valuation Planning, Employee And Executive Benefits Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Fiduciary Education, Qualified Plan Employee Education |
| Founded | 1990 |
| Employees | 21-50 |
| Socials |
Key Contacts at Compass Financial Partners
Tim Hender
Co-Founder & Partner, Private Wealth Advisor
Gardner Mather
Director Of Business Development
Brendan Van Egeren
Private Wealth Advisor & Director Of Investment Operations
Lori Evans
Director Of Operations
Bernadeta Jelinek
Director Of Insurance
Compass Financial Partners Email Formats
Compass Financial Partners uses 2 email formats. The most common is {first name} (e.g., john@compass.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@compass.com | 72.7% |
{2char} | {2char}@compass.com | 27.3% |
About Compass Financial Partners
Led by Co-founders and Private Wealth Advisors, Joe Guin and Tim Hender, Compass Financial Partners is a boutique wealth management firm specializing in sophisticated financial planning and generational wealth management. Each client receives a personalized financial plan based on their core values, beliefs, financial behaviors and future vision. Whether your goals include financial independence, leaving a legacy, or endowing a philanthropy, we help bring your vision to life. That’s our mission.
Compass Financial Partners revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Compass Financial Partners has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
Compass Financial Partners has never raised funding before.
Compass Financial Partners Tech Stack
Discover the technologies and tools that power Compass Financial Partners's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Customer data platform
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Maps
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United Kingdom
France
Spain
Frequently asked questions
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