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 open Compass as an independent firm. Initially, Compass was located in downtown Ashland, OH and was both a financial services firm and a property & casualty insurance agency, but the businesses were split in 2020 and now we focus exclusively on helping our clients plan and execute the strategies necessary to work toward achieving the financial future that they envision.
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 financial situation and to help you reach your goals.