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This website is for informational purposes only and does not constitute a complete description of investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, express or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any "linked" website.

Privacy Policy

We Are Committed To Protecting Your Personal Information
At Compass Financial Advisors, LLC, we strive to provide you with the highest level of service and quality of products. In that regard, the privacy of the information you provide to us is important. We want to assure you that we are committed to protecting your privacy.
This Privacy Statement outlines the types of information we gather about you, how we use it, and with whom we might share it. We urge you to read this Privacy Notice so that you will understand our commitment to you and to your privacy.

The Types of Personal Information We Collect
In order to provide you with the highest level of service possible, it is necessary for us to collect and maintain certain personal information about you. We collect this information from applications and other forms and from your dealings with us and others. Depending upon the services and products you have requested or we have been asked to provide, we may also receive information from consumer reporting agencies and other sources, such as our website.
The types of information we collect and maintain may include:

• Your name, address, Social Security number, family member information, beneficiaries, assets, income, and other information contained in applications and other forms
• Products or services purchased from us, account balances, transactions, payment history, and other information concerning your relationship with us
• Credit relationships and related history derived from consumer reporting agencies

How Personal Information Is Used
We use personal information in ways that are compatible with the purposes for which we originally requested it. Compass Financial Advisors, LLC may use your personal information for the purpose of processing your requests and transactions, for offering or furnishing additional products and services, or to evaluate your financial needs. Compass Financial Advisors, LLC does not share your personal information with unaffiliated companies except as provided in this notice.

Compass Financial Advisors, LLC will only grant access to your personal information to those employees who have a business purpose for accessing such information. In that regard, we have implemented certain physical, electronic, and procedural safeguards to ensure that access to personal information is limited to the appropriate employees. Moreover, Compass Financial Advisors, LLC requires its employees to protect your personal information and keep it confidential.

In order to provide you with the appropriate level of service, we may share account and transactional information within Compass Financial Advisors, LLC. We may also share personal information described above with firms that assist us in carrying out your needs. For example, we may share your personal information for specific business purposes with the following companies:

• Financial service institutions—such as mutual fund companies, securities brokers, and banks—with whom we have joint marketing agreements
• Companies under contract to perform services for us or on our behalf, such as vendors providing data processing, computer software maintenance and development, transaction processing, and marketing services

Be assured that Compass Financial Advisors, LLC does not sell personal information to anyone. Additionally, we treat the personal information of our former clients in the same manner as we treat the personal information of our current clients.

We also reserve the right to disclose your personal information in certain circumstances where we feel that disclosure is required by law, to assist law enforcement officials or officials of regulatory agencies, to perform credit checks or collect monies owed to us, and to protect our rights and property.

The Accuracy of My Personal Information
At Compass Financial Advisors, LLC, our goal is to maintain current and accurate information about you in order to properly service your needs. Consequently, Compass Financial Advisors, LLC clients can get reasonable access to their personal information to verify the accuracy of this information. You may either write or call your Compass Financial Advisors, LLC representative to request your personal account information. If you identify any error in your personal information or you would like to update your records, please advise your Compass Financial Advisors, LLC representative.

Business Continuity Planning
Compass Financial Advisors is committed to providing reliable, trustworthy service that represents the best interests of our clients. The firm has developed a business continuity plan to protect our clients and employees in the event of an emergency or significant business disruption. The plan is designed to help prepare for securing employees' safety and firm property, making financial and operational assessments, promptly recovering and resuming operations, protecting the firm's books and records, and allowing our clients access to their funds and securities.

The business continuity plan considers various scenarios that range in severity from a firm- or building-only disruption to an emergency situation on a local or regional level. For example, in the event any Compass Financial Advisors office locations are inaccessible, alternative locations are established and prepared to facilitate business operations. The firm has redundancies in place for its business-critical systems and believes that it can resume business within the same day as most disruption scenarios. Our goal in all situations is to return to normal business conditions as soon as possible with minimal impact on our clients and employees. Even in an extreme situation where continuing business may not be possible or practical, Compass Financial Advisors has plans in place to provide clients with access to their funds.

Compass Financial Advisors’ business continuity plan is subject to change at any time without notice. However, notwithstanding the above, Compass Financial Advisors does not guarantee that such plans will be successfully implemented for every disaster or business disruption, or that such plans will be sufficient and appropriate to avoid, deter, or mitigate the disaster or business disruption.

Thank you, and we appreciate your business.
© 2021 Compass Financial Advisors | PO Box 652 , Media, PA 19063 | All rights reserved
P: 484-995-4517 | F: | contact@cfwealth.com |
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