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Join Our Team

Working with the InCompass Group

Why join the network of Financial Advisors at The InCompass Group?

Each of us began our careers as financial advisors somewhere else. We came from large firms with familiar names. We left because we imagined a better way to do business.

We imagined a different role with our clients, as advocates rather than salespersons. We wanted the higher standard that goes with the unique solutions we provide. We wanted the responsibility of offering true advice, acting in the best interests of our clients, not just legally, but morally and ethically, too.

At The InCompass Group, we offer services you would expect from a larger firm, with several significant advantages:

  • the independence of an open architecture that allows us to serve our clients’ individual investment needs.
  • leveraging of industry-leading technology, which allows us to report a full financial picture, including assets held elsewhere.

For immediate consideration please contact Gary Mesko, Managing Executive at 941-366-0013.