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Our monthly Wine and Wisdom events are held at different locations throughout the city. They are exciting, fun-filled evenings with food and drinks! There is wisdom in Marvin's commentary and the topic changes monthly. These complimentary events are for clients to bring their friends who may be able to benefit from services and products we have to offer at Compass Retirement Solutions. We look forward to seeing you at an upcoming event.
Compass Retirement Solutions helps friends and neighbors throughout the greater St. Louis area work toward their financial goals through the use of insurance and investment products.
Meet Our Firm
The Compass Team
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Compass Retirement Solutions
Our mission is to inspire our clients to make informed financial decisions through ample information, clear communication and excellent customer service, all while exceeding their expectations.
Compass Retirement Solutions helps friends and neighbors throughout the greater St. Louis area work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.
With Compass Retirement Solutions, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
Schedule a complimentary consultation
Contact us at email@example.com or call us at 314.373.1598 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
Meet Our Founder
Marvin grew up in a working-class family in St. Louis, with little money. The first in his family to earn a college degree, Marvin put his law school education on hold to help care for his grandmother after she was diagnosed with Stage IV cancer. Marvin soon discovered that, although his grandmother had worked her whole life, she was still susceptible to financial turmoil as a result of poor financial advice and a stock market crash. Inspired to help other, hardworking retirees, Marvin became a broker for a large financial institution in 2005 before founding Compass Retirement Solutions.