COMPASS Wealth Management, LLC is a fee-only, independent advisory firm founded in 2000 by Louis E. Conrad II, CFA®, serving clients along the Eastern Seaboard of the United States. The firm offers comprehensive wealth management services through its “Wealth Management Solutions” program, which integrates investment management and financial planning tailored to individual client needs. Services encompass retirement planning, education funding, estate planning, tax strategies, and more. For corporate clients, COMPASS provides investment consulting and fiduciary advisory services, assisting with retirement plans and ensuring fiduciary responsibilities are met. The firm’s commitment to acting in clients’ best interests is underscored by its fee-only structure, avoiding commissions and product sales incentives. Louis E. Conrad II brings extensive experience from his previous roles, including managing a top-performing mutual fund and serving as Director of Fund Analysis at Fidelity Investments. He is also recognized for his contributions to investor education through speaking engagements and published articles on financial planning topics