Incompass Financial Partners, LLC, headquartered in Marietta, GA, is a reputable investment advisory firm with a strong presence in the financial services industry. With a client base of over 260 individuals, the company manages an impressive $119,283,000 in assets. Boasting a proven track record, Incompass Financial Partners, LLC has garnered extensive experience in the management of employer 401Ks and individual investments, constituting around half of their assets under management. The firm takes pride in offering personalized, discretionary financial solutions to its valued clients.
Led by a team of skilled professionals, Inc...
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Assets Under Mgmt
$119.28M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.