Fourteen years of pointing people in the right financial direction
Cash Compasses began in 2011 in a two-room office in Doral, Florida, with a small team who were frustrated by how complicated the financial industry made ordinary decisions. Credit was sold as a product, investments were pushed as a pitch and taxes were treated as a once-a-year emergency. We wanted to do the opposite — start with the client's life, then work out which loan, portfolio, policy or structure actually fits it.
Today we are a full-service financial company serving families, professionals, retirees and small businesses across all fifty states. The six services we offer — personal loans, credit loans, mortgages, wealth and investment planning, tax advisory and insurance — are deliberately kept under one roof so that no decision is ever made in isolation. A mortgage affects your tax position. Your tax position shapes what you can invest. What you invest decides how much cover your family actually needs. Our job is to keep that whole picture in view.
Fiduciary-minded advice on every plan
Licensed in all 50 states
One named advisor for your lifetime as a client
Plain-English documents, always