In everything we do – for our clients, our community, and our colleagues – we are committed to challenging the status quo: “Good enough” is never good enough. We bring diverse backgrounds and an extensive network of meaningful relationships. We collaborate with external experts, our partners, and our clients, constantly evaluating our advice and services.

Every member of our highly-credentialed team is an experienced, trusted advisor who takes the time to thoroughly get to know your family’s unique financial goals. This cross-functional approach allows us to map out a customized, comprehensive financial action plan based on your specific financial needs. You will gain the peace of mind that comes from having a clear financial picture, as well as the comfort of knowing you have immediate access to a team of outstanding professionals for any financial situation you may face.

In addition, our structure and core beliefs ensure that you can be completely confident our advice is totally objective and driven solely by your family’s best interests. The Compardo Team neither sells financial products of any kind nor accepts commissions for any services we provide to our clients; the Compardo Team does, however, receive direct compensation from its clients for our services.

A few of the services provided in our comprehensive service offering to help your family create and sustain financial independence include:

  • Investment Management
  • Retirement Planning
  • Insurance Planning
  • Banking and Cash Management
  • Business Planning
  • Estate and Philanthropic Strategies
  • Tax and Accounting Services
  • Education Planning

Click HERE to request a detailed Compardo Team Brochure.

Click HERE to learn more about each member of the Compardo Team.