About Compass

Marcus Webb, CFP

Founder & Principal Advisor

I spent the first decade of my career at a large regional wealth management firm. The work was fine, but I kept running into the same problem: the advice I could offer was shaped by what the firm sold, not what my clients actually needed.

In 2019, I left to start Compass Financial. The model is simple: I charge a transparent fee, I sell nothing, and I answer only to my clients. That independence is worth a lot, and so far, my clients seem to agree.

I hold the CFP designation and am registered as an investment advisor in New Hampshire. I live in Durham with my family, and I work primarily with individuals and families throughout the Seacoast.