Incompass Financial Partners, LLC
SEC RegisteredNavigating Your Family's Journey to What Matters Most
About the firm
InCompass Financial Planning offers a Financial Life Planning process designed to explore the tie between money and life, developing a plan to align finances with what is most important to clients. The firm provides financial planning, portfolio management, retirement planning, and tax and estate planning services. Their approach treats clients as partners, rooting financial decisions in big-picture personal goals rather than arbitrary money rules.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, portfolio management, retirement planning, and tax and estate planning, including cash flow management and customized investment strategies.
Who they serve
Individuals and families, retirees, and business owners seeking to build wealth and independence while focusing on personal goals and financial fulfillment.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 246 | $60M |
| High Net Worth Individuals | 79 | $128M |
| Charitable Organizations | 8 | $2.6M |
| State/Municipal Entities | 7 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Incompass Financial Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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