Welcome to
Compass Planning Associates!

Welcome!

Steer Your Financial Course

Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.

With offices in downtown Boston and Wellesley, Mass., Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!


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Our latest newsletter:
Online ID Smarts

January 2017

Identify theft is very real -- and growing by the day. You need to be aware and vigilant about your personal information. Below are some tips that should help you keep your information secure.

If you want support creating a strong and secure cyber presence, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!