• Applying modern financial principles to investing and wealth management

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  • Customized portfolio solutions

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  • Bringing research to investing

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  • Investment solutions to reach your financial goals

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Compass Financial Strategies

Wealth Management Coaches

Compass Financial Strategies is a fee-based Investment Advisor team which provides wealth management by utilizing risk, returns, and tax managed portfolios of structured funds. CFS advice is based on the highly respected research indexes designed by Eugene Fama and Kenneth French and is documented in their researched and reviewed publication.

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