Customized Financial Planning and Investment Management

Our Clients Are First Generation Wealth:

  • Individuals - Hard working business owners and professionals that value time with family and tackling their bucket list.
  • Transitions - Big changes such as Retirement, Divorce or Death of a loved one. 
  • Businesses - Sole Proprietors, Partnerships, Retirement Plans


Will Your Money Outlive You, Or Will You Outlive Your Money?

Will Your Money Outlive You, Or Will You Outlive Your Money?

We can help you answer that question.

Schedule A Complementary Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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Jim Davenport and Mark Fleming are Investment Advisor Representatives of Compass Financial Management LLC