Compass Financial Partners
Our mission is to help successful families & businesses navigate their journey to financial freedom. Our Lake Forest-based team of twelve helps our clients achieve their comprehensive financial goals through a personalized planning approach. We address all aspects of financial planning including investment management, retirement and estate planning, education funding, risk management and tax strategies. Our team is deeply committed to building lifelong relationships with the clients we serve.
07/14/2026
Quarterly team meeting ✔️
Taking time to connect, collaborate, and plan for what’s ahead is always time well spent. Looking forward to another great quarter with this incredible team!
07/10/2026
Meet our Summer 2026 Compass Interns!☀️
We’re excited to welcome this talented group of students to the Compass team. Over the next few weeks, they’ll gain hands-on experience in wealth management, client service, and financial planning while learning from industry professionals. We’re thrilled to have them on board and can’t wait to see all they accomplish!
06/22/2026
Congratulations, Joe and Tim!
Qualifying for the Northwestern Mutual Forum marks the pinnacle of national recognition and is reserved for advisors who deliver exceptional outcomes and set the standard for excellence. This achievement reflects not only performance, but most importantly our deep commitment to serving clients at the highest level.
Thank you to our dedicated team, and most importantly, our clients, for your continued trust. You are at the heart of everything we do.
06/09/2026
Our team attended our Network Office Annual Recognition Dinner at the Metropolitian Club last weekend.
The event highlighted company leaders and the importance of strong values and leading by example - principles that continue to guide our team each day.👏
05/14/2026
Taking care of yourself is ALWAYS a good investment.
We're proud to in support of Mental Health Awareness Month with ribbons from Paws For Patrick🐾💚
Click here to claim your Sponsored Listing.
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Telephone
Website
Address
272 E. Deerpath Road, Suite 204
Lake Forest, IL
60045
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |