Compass Financial Group

Compass Financial Group

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We provide comprehensive financial planning and investment management for retirees and those transitioning into retirement in the next 5 years.

05/02/2026

Happy birthday to our boss, Richard Hill! We're wishing you many more years filled with joy and peace!

04/11/2026

Help us wish our Lead Advisor, Mike Willauer, a happy birthday! 🎉🎉🎉

03/05/2026

Retirement Plans for Dentists: NCDS & VDA Pooled Employer Plans

Compass Financial Group, as your investment manager and fiduciary, can now help your dental practice join a professionally managed collective 401(k) through the NCDS & VDA Pooled Employer Plan.
Visit our new page, dedicated to dentists, to learn more!
https://www.compassfinancialgrp.com/dentists

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Telephone

Address


7000 Harps Mill. Road Suite 103
Raleigh, NC
27615

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm