COMPASS Investment Advisors, LLC of Salem, Massachusetts, is an independent and objective financial advisory firm serving the needs of individuals and their families. You gain our unsurpassed investment and financial planning expertise within a client-focused, fee-only environment.
COMPASS was established for individuals like you - we assist you in formulating your financial goals and then create an appropriate plan to help you achieve them. Our innovative Financial Advisory Service (FAS) integrates your ongoing investment and financial planning needs into one customized, cost-effective program. Better yet, no minimum asset level is required to participate.
We pride ourselves on the superior level of service we offer you - this level of excellence is rivaled only by our professional qualifications. COMPASS Investment Advisors, LLC was founded by Lou Conrad, CFA, who has extensive experience providing financial planning services and managing money, including a top performing mutual fund. In addition, Lou was formerly the Director of the Fund Analysis & Research Group at Fidelity Investments.
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