Compass Wealth Management, LLC

Compass Wealth Management, LLC is a wealth management firm in Atlanta, Georgia. An independent, fee-only investment advisory firm, they serve corporate executives, business owners, and retirees through specialized services including retirement planning, estate planning, education planning, and executive benefit planning. Their expertise extends to investment management, risk management, and charitable giving strategies. The firm holds a 5.00 rating.

Established in 2011, the firm provides a boutique service experience paired with the robust resources of a large institution. Their approach to financial planning is proactive rather than reactive, utilizing a well-defined schedule to regularly update client plans as life circumstances change. The team includes professionals such as Robert Amato, CFP®, CIMA®, and Lance Miller, CFP®. As an SEC-registered investment advisor, the firm operates as a fiduciary, meaning they are legally bound to act in their clients' best interests without accepting commissions. Their investment management capabilities include highly customized solutions, such as optimizing unique income and hedging strategies and managing legacy holdings or low-basis stocks.

The firm is located on Perimeter Center Pl, situated near the Perimeter Center Post Office and a short distance from Perimeter Mall.

Compass Wealth Management, LLC is recognized for its commitment to the fiduciary standard of care and its ability to provide personalized, tax-efficient investment solutions. With experience navigating various economic cycles since the dot-com era, the firm stands as a dedicated partner for long-term financial stability in Atlanta.