Compass Financial Strategies was founded in Ashland, OH in 2010 by Chad Brown, and was initially both a financial services firm and a property & casualty insurance agency.  The property & casualty agency was sold in 2023 and we now focus exclusively on helping our clients pursue their deepest aspirations in life.

In 2023, Roger Inkrott of New Direction Financial Services and Steve Myers of Myers Financial Group (both in Wooster, OH) merged with Compass and brought with them the added knowledge and resources of their respective firms.  At the time of this merger, all three partners affiliated with LPL Financial, the largest independent broker/dealer in the country.  The merger increased our footprint in North Central Ohio as well as expanded our capabilities through the extensive resources of LPL Financial.

We are a firm with experience and expertise, having over 60 years of combined experience.  Our advisors all hold professional designations and our founder holds a master's degree in Financial Planning.  In addition to all the typical offerings you will find in a financial services firm, we excel in certain niche areas that you can discover here on our site.

We have been working with local individuals and businesses for many years.  Our advisors are qualified to recommend and licensed to sell a range of insurance and financial products and services.  We endeavor to know and understand your situation and to help you live a happy and fulfilled life.