Our History

Compass Financial Strategies was founded in 2010 by Chad Brown, who had spent several years in the captive (one company) insurance & financial services business.  Chad worked for two captive agents in the area (primarily in the financial services arena) before starting his own captive agency, which he sold three years later in order to go independent and found Compass.

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 Masters 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 financial situation and to help you reach your goals.