Bringing Your Vision to Life

Welcome to Compass Financial Partners

We are a boutique wealth management firm focused on guiding discerning clients nationwide with sophisticated financial planning and generational wealth needs.

Team photo

Compass Financial Partners Team (Left to Right): Justin Mack, Brendan Van Egeren, Bernadeta Jelinek, Joe Guin, Erin Wunrow and Nicolas Lakhani

When you work with us, you will receive a personalized financial plan built on your core values, personal beliefs, financial behaviors and vision for the future.

Perhaps that means creating financial independence for you and your family. Or, leaving a life-long legacy for your grandchildren. Maybe, it’s endowing a philanthropy to create lasting change for years to come. Whatever your financial goals and dreams, we’ll help bring your vision to life.

That’s our mission.