Compass Planning Associates

Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.

We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!

Our mission is to help people make wise financial decisions whatever their stage in life or business development. When you work with our team, you will do so feeling confident -- knowing you have an experienced group of caring professionals steering your financial course.


Advisors at this Office

Associates at this Office


This Office

PO Box 970 Westwood, MA 02090 Phone: (617) 523-4666

Primary Office

PO Box 970 Westwood, MA 02090 Phone: (617) 523-4666

Other Offices

Please call for appointment Longmont, CO 80504-8439 Phone: (617) 523-4666