Compass Financial Partners
Categories
Financial Management & Planning
About Us
Compass Financial Partners, co-founded by Joe Guin and Tim Hender, is a boutique wealth management firm located in downtown Lake Forest. Our mission is to help successful families navigate their journey to financial security. We are proud members of Northwestern Mutual Private Client Group.
Our team of twelve helps our clients achieve their comprehensive financial goals through a personalized planning approach. We address all aspects of financial planning including investment management, retirement and estate planning, education funding, risk management and tax strategies. Our team is deeply committed to building lifelong relationships with the clients we serve.
Images
