Broker Check
DEVELOP A FINANCIAL STRATEGY FOR YOUR JOURNEY MANAGE YOUR FINANCIAL STRATEGY GET THE MOST OUT OF YOUR RETIREMENT STRATEGY GIVE IN WAYS THAT MATTER

Welcome to the InCompass Group

The InCompass Group helps private investors build wealth and create financial legacies. We offer individuals, business owners, professionals and their families a dynamic combination of financial planning, investment management and insurance planning services, together with the highest quality personal attention.

Our firm was founded on principles of trust, integrity and exceptional service. Our firm is focused on meeting client needs, not product sales. At The InCompass Group, our clients always come first.

boats homepage image

Our Company

The InCompass Group is an independent, privately-owned financial services and insurance planning network with headquarters in Sarasota, Florida.

Read More

worker at the beach

Our Services

In today’s market, you need a steady, professional hand so your investment decisions aren’t governed by emotion, which can lead to mistakes.

Read More

conference at the beach

Meet Our Team

Choosing a financial advisor is a serious decision. We understand that you may have concerns about professional competence, conflict of interest, ethics and the true value received for your hard-earned money.

Read More