Welcome to The InCompass Group

The InCompass Group helps private investors work toward building 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. We can work with you wherever you are, from Florida to Washington. At The InCompass Group, our clients always come first.