Mission / Values

Mission Statement

Compass Pointe Financial was founded with the goal of assisting our clients in every aspect of their financial lives. Our mission is to provide our clients with high-quality, fundamentally sound advice that is consistent with their financial needs and objectives. We constantly strive to create stability and security for our clients, so that they might achieve financial independence. In so doing, we empower our clients to focus on what is truly important to them and their families.

Core Values

We are dedicated to building lasting personal relationships with our clients based on trust and mutual respect. In our continuing efforts to pursue this goal, we are guided by the following core values:

  • Honesty
  • Integrity
  • Accountability
  • Confidentiality
  • Industry
  • Respect
  • Teamwork
  • Education
  • Professional Growth

These principles are evident in everything we do as a firm, and our commitment to them is unshakable. We demand this not only of ourselves, but of everyone we partner with on behalf of our clients. Those who have come to know us, expect nothing less.