20 QUESTIONS to Help You Determine if You Should Hire Me As Your Financial Advisor
* Putting a value on your value: Quantifying Vanguard Advisor's Alpha®, The Vanguard Group, Inc., ©2019 / 29 C.F.R. 2550 (2011). Regulatory Impact Analysis / Your Value is in the Numbers, Russell Investments, ©2023 / Advice Matters, The Pacific Financial Group, 2020 / Advice seekers retire with 79% more money, MarketWatch, May 22, 2014 / Help in Defined Contribution Plans: 2006 through 2012, financial engines® and AON Hewitt, May 2014 / Capital Sigma: The Advisor Advantage, Envestnet PMC, ©2019
Chad Brown, MSFP, CLF®, RICP®, CEPA®, CPFA®
Founder
(567) 203-4900
cbrown@compass-financialstrategies.com
Chad has been a resident of North Central Ohio since 1985. He graduated from Clear Fork High School in 1988 and earned his Bachelor of Science degree from Kent State University in 1992. He began his career in the insurance & financial...
Roger Inkrott, CKA®
LPL Financial Planner
(567) 203-4900
Roger earned his BS degree in Ag Education & Business in 1978. After 27 years in the agricultural industry, he began his career in financial services in 2005 with New Direction Financial Services, Ltd. He started his...
Stephen Myers, CRPC®
Senior Wealth Advisor
(567) 203-4900
Steve grew up on a small dairy farm and graduated from Louisville High School. Hard work was a daily expectation, but Steve also loved playing sports and was very grateful that his dad allowed him the opportunity. Football...