Our company has been successfully helping Publix associates since 1991. As with any other financial company, we are not endorsed by Publix Super Markets, Inc. Our relationship and track record with Publix associates has led to our continued growth over the years.

  • We've specialized in retirement planning with Publix associates since 1991.
  • We're experienced in utilizing Publix stock, Net Unrealized Appreciation (NUA) and 72(t) planning.
  • Our clients benefit from a personalized retirement plan that is the basis for all our recommendations.
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Meet the Team

The Compass Financial team is dedicated to serving every one of our clients with integrity, wisdom, and care. Click the button to learn more about them.


We are here to serve you based on YOUR needs, not ours.