About Us
Our Mission
Tailored Solutions for Your Unique Needs
Your business is unique, and you need tailored solutions to make your money work for you, both now and in the future.
Our mission is to get to know and understand your unique needs, wants and long-term goals. So we can help optimize your money and secure your financial future.
We believe in thinking "outside the box" and are not afraid to challenge conventional wisdom in our approach to investing and growing wealth.
For instance, did you know that tax-advantaged strategies may produce different after-tax outcomes depending on individual tax brackets, assumptions, and retirement planning variables; suitability must be evaluated case-by-case. And that's just one of the strategies we'll help you navigate.
We do that by partnering with a team of top Specialists, including CPA's, Attorneys, Actuaries, and Investment Managers.
John Martin
CEP, RFC
Certified Estate Planner · Registered Financial Consultant
Schedule a ConsultationAbout John Martin
Founder & Financial Advisor
The founder of Compass Wealth Strategies is John Martin. He's a Certified Estate Planner and a Registered Financial Consultant.
Before founding Compass Wealth Strategies, John worked as an estate planning consultant to top financial firms, such as Merrill Lynch, Prudential and the Hartford Insurance Group.
John has given many educational lectures on retirement and estate planning for professional groups and institutions, including the faculty of Cornell University.
He is a member of The International Association of Registered Financial Consultants, National Association of Certified Estate Planners, The Asset Protection Society, New York State Commercial Realtors Association and the Small Business Council.
John resides in Hamburg, NY with his wife, Kit. He enjoys reading, traveling and golf.
Professional Memberships
- International Association of Registered Financial Consultants
- National Association of Certified Estate Planners
- The Asset Protection Society
- New York State Commercial Realtors Association
- Small Business Council
Ready to Get Started?
Schedule a complimentary consultation with John to discuss your financial goals and how we can help you achieve them.
Schedule a Complimentary Consultation