Compass Wealth Management, LLC

Compass Wealth Management, LLC is a wealth management firm in Dunwoody, GA, serving business owners, executives, and families with personalized financial planning and investment management. The firm emphasizes long-term relationships built on trust, transparency, and a consistent investment philosophy rooted in timeless principles. Clients benefit from customized financial strategies that align with their broader life goals, including estate planning and intergenerational wealth preservation. While the firm’s website references its origins in Guilford, CT, its current operations are based in Dunwoody, where it provides advisory services to clients across the region.

The firm was founded in 1997 by Bill and Carolyn Matthes, who sought to create a client-focused alternative to traditional Wall Street practices. Their philosophy centers on avoiding fleeting trends, maintaining full transparency, and prioritizing client needs above all. In 2019, Jason W. Bear, a University of Michigan graduate with a background in capital markets, acquired the firm and expanded its services to include modernized financial planning that integrates clients’ personal and professional lives. Jason leads client portfolio management with a focus on creative problem-solving and direct collaboration, while Radford E. Brogden, CFP, serves as Head of Financial Planning, bringing two decades of industry experience to the team.

The firm is located on Perimeter Center Pl in Dunwoody, GA, a central business district that serves as a hub for professional services and corporate offices. Its location places it within easy reach of major corporate and financial centers in the Atlanta metropolitan area, though no specific nearby landmarks are listed.

Compass Wealth Management is known for its enduring client relationships, with many families returning across generations. The firm’s reputation is built on consistent performance, personal engagement, and a commitment to helping clients make informed decisions without pressure or complexity. Its approach stands apart in an industry increasingly driven by standardized products and outsourced services.

In Dunwoody, Compass Wealth Management offers a rare blend of traditional values and forward-thinking planning, making it a trusted partner for those seeking lasting financial security.