Financial solutions that meet you where you are and take you where you want to go.
Compass Wealth Partners is driven by our values and committed to your goals. We want to help you experience financial success - and we know that doesn’t look the same for everyone.
GUIDING PRINCIPLE
Trustworthy, strategic financial planning should be accessible to everyone.
At Compass Wealth Partners, We are Driven by Our Values
GUIDING PRINCIPLE
Committed to Integrity, Stewardship, Competence & Collaboration.
Together we’ll chart a course to financial success.
At Compass Wealth Partners, everything we do is guided by our core values and guiding principles. Our core values are:
Integrity: Always acting in the best interest of our clients.
Stewardship: Taking responsibility for your financial future as though it were our own.
Competence: Delivering expert guidance informed by years of experience and strategic knowledge.
Collaboration: Working together with clients and professionals to achieve the best outcomes.
If you’re ready to take the stress out of financial planning and build a clear, confident path to your future, Compass Wealth Partners is here to guide you.
How We Help Our Clients
We understand that the financial planning process can feel overwhelming, so we’ve developed a systematic onboarding process to guide our clients every step of the way. From start to finish, our dedicated team handles the heavy lifting, ensuring a seamless and stress-free experience.
Collaboration is at the heart of our practice. By leveraging strategic partnerships and drawing on the expertise of industry professionals, we bring an unparalleled level of competence and insight to our services. This collaborative approach allows us to solve complex financial challenges and deliver results that truly make a difference in our clients’ lives.
Vincent Ratliff, CRPC
Vincent is the founder of Compass Wealth Partners, an independent practice at LPL Financial. With over 21 years of experience in the financial services industry, he brings a wealth of knowledge and expertise in banking, insurance, and investments. This experience has enabled him to meet the diverse needs of his clients through a unique holistic planning approach.
Vincent works with clients individuals, families, business owners, and non-profits. His extensive knowledge of small business enables him to provide personalized financial strategies that are uniquely tailored to meet the needs of his clients and adeptly handle the various obstacles that arise from challenges like cash-flow management, investment planning and retirement planning.
Vincent, a native Washingtonian, grew up in Washington DC and now lives in Fort Mill, SC with this wife and 13-year old daughter. He has offices in Charlotte and Washington DC.
Vincent is dedicated to making a positive impact to the community he grew up in and currently serves on the board of Community of Hope, an organization that focuses on offering healthcare, housing, and supportive services to underserved and low-income families in the DC area.
Vincent’s personal passions include traveling with his family and enjoying music and football. His most active pursuit is martial arts, specifically Krav Maga and Brazilian Ju-Jitsu.