Compass Advisors Llc Careers in Jasper, GA

Compass Advisors LLC is a fee-only financial planning and investment advisory firm in metro Atlanta, GA. Rob Moody, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst® charterholder, provides comprehensive financial planning services to a select group of families and individuals. We help clients reach their financial goals by providing advice in the areas of risk management and insurance, income tax planning, retirement planning, investments and estate planning. Since we have a fiduciary relationship with our clients and do not accept commissions, our advice can remain completely objective. Specialties Fee Only Financial Planning, Investment Advice, Retirement Planning, Income Tax Planning, Risk Management and Insurance, Estate Planning, Employee Benefits, Debt Management, Cash Flow Planning, Precious Metals, 401(k) Rollovers, Inheritances, Education Funding