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Client Centered

About Us

In 2010, Compass Insurance & Financial Group began its journey, offering both property and casualty insurance alongside financial services. As our understanding of client needs evolved, we recognized the value of specialization. Around 2020, we made the strategic decision to separate these services, allowing us to focus on what we do best: guiding our clients through the intricacies of financial planning.

Our Firm
Serving You 

Since 2010

The name "Compass" was chosen with intention. We envisioned being a steadfast guide for our clients, navigating the vast landscape of financial possibilities. This name embodies our commitment to providing direction and clarity, free from local or personal restrictions.

Today, our expertise in financial planning is unparalleled in North Central Ohio. Yet, it is life planning that truly defines us. We lead with life planning because we believe financial planning should be a reflection of personal aspirations and values. The path you have walked is not the same as the path your neighbor walked, so the path you take going forward will reflect your unique journey as well. We take pride in crafting plans that are as individual as the lives they represent.

Our Misson

To guide individuals and families toward financial clarity and life fulfillment through personalized strategies.

Our Core Values

Integrity, empathy, and dedication to our clients' unique journeys drive all our actions.

Our Approach

We prioritize understanding your aspirations first, then develop tailored financial plans to support your goals.

What Makes Us Different
You Are not a Client.

You’re Our Partner.

Our story is one of growth and transformation, driven by a passion for helping others pursue their dreams. As we continue to evolve, our focus remains on building authentic relationships and delivering strategies that empower our clients to live their best lives. With Compass, you are not just navigating finances; you are charting a course for a fulfilling future.

Meet Your Team
Partners in Creating A Fulfilling And Satisfying Life

Chad Brown

Chad Brown, MSFP, CLF®, RICP®, CEPA®, CPFA®

Founder

(567) 349-4239

Roger Inkrott

Roger Inkrott, CKA®

LPL Financial Planner

(330) 621-5848

Stephen Myers

Stephen Myers, CRPC®

Senior Wealth Advisor

(234) 348-3745

Schedule
A Meeting

If you're ready to explore the potential of working with a financial professional, let's discuss your portfolio, financial path, and aspirations to determine if our practice aligns with your needs.

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