Specialty:
“Compass Wealth Partners is a family-owned financial planning firm with a team that continually strives to help every client realize their financial dreams. Stephen Musial is the firm's certified financial planner. With years of experience serving investors and their families, including business community members, he holds his Certified Financial Planner designation. Whether your goal is to save for a new home or retirement, protect loved ones from financial losses, or manage your portfolio wisely, Compass Wealth Partners has the experience and resources to meet your needs.
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2025 Update: At Compass Wealth Partners, they specialize in guiding retirees and those nearing retirement through the complexities of financial planning, investing, and insurance.”