Compass Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 4.9 / 5 rating based on 88 reviews

Compass Financial Group: An Ameriprise private wealth advisory practice serving the Evansville, IN area.

Your financial goals

Learn more about key financial and investment insights to help you achieve your goals.

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Market insights

Read the latest market and economic updates from Ameriprise experts.
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Personalized advice

Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what we do

We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:

"Unbiased, puts my interest first"
"Investment ideas knowledgeable, timely, and tactical"
"Offers personal financial advice"

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement Interactive^SM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

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What’s driving market volatility?

What’s driving market volatility?

Recent stock market swings, record-high inflation and recession speculation are, understandably, causing concern for investors. Ameriprise Financial experts weigh in on what’s fueling these developments and what may lie ahead. (11:20)

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What’s the likelihood of a U.S. recession?

What’s the likelihood of a U.S. recession?

Ameriprise Chief Economist Russell Price shares his insights on whether forthcoming Federal Reserve rate increases could lead to a U.S. recession. (2:59)

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Improving employee financial wellness can help your bottom line

Improving employee financial wellness can help your bottom line

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)