Compass Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 76 reviews

  • Your financial goals

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

    Explore

  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more

  • 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.

Our approach

Putting your interests first; it’s what we do

Ameriprise earned a 2020 Hearts & Wallets Top Performer™ recognition for the investment industry in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Retirement discovery

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 InteractiveSM 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.

Our videos

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2021 Spring Commercial 3
2021 Spring Commercial 3

2021 Spring Commercial featuring Liz and Mark (0:30)

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2021 Spring Commercial 4
2021 Spring Commercial 4

Spring 2021 Television Commercial featuring Ryan (0:30)

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2021 Spring Commercial 1
2021 Spring Commercial 1

Television commercials playing in Spring 2021 - Brandon (0:30)

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2021 Spring Commercial 2
2021 Spring Commercial 2

Spring 2021 Television Commercial Jay (0:30)

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Navigating fixed income markets: 4 themes for 2021
Navigating fixed income markets: 4 themes for 2021

Head of Fixed Income Brian Erickson discusses four themes that will shape fixed income investing in 2021, including modest return potential, inflation navigation, leadership of cyclical corporate sectors and a lag in municipal fundamentals. (3:03)

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Videocast: Timely perspective for your financial goals and portfolio
Videocast: Timely perspective for your financial goals and portfolio

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. (15:18)

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.
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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)