investPLY
HomeAboutOur ServicesDirectoryTeamSign inLet's talk
HomeAboutOur ServicesDirectoryTeam
Sign in
Let's talk

investPLY provides information and document tooling, not investment advice.

© 2026 investPLY. All rights reserved.

← Directory

Compass Financial Partners, LLC

Tier 4
AUA
$19B as of 2023-06-30
Founded
Not reported
Headquarters
Greensboro, NC
Services
Advisory

Client focus

Defined contribution

Institutional retirement-plan consulting and fiduciary advisory firm headquartered in Greensboro, NC, with combined plan assets exceeding $14 billion per the firm. Acquired by Marsh McLennan Agency.

https://compassfp.com

Is this your firm?

Sign in to claim this profile, edit its details, and receive RFP invitations directly.

Sign in to claim this firm