Call in the Experts
Get financial planning from top-rated financial advisors in Springfield MO & Bentonville AR
I designed a financial planning company for you.
“I’ve always been interested in finance, especially budgeting. It’s fascinating how we can use money to make more money. So I began working for one of the large financial firms in 2007. But I realized that working for a commission – at an agency with a limited selection of financial products – was not the best path for my clients or myself.
That’s why I launched Compass Financial in 2018 from our home in Nixa, Missouri. My wife remembers the large stacks of folders that towered over our kitchen table! Through hard work and dedication to our clients, we’ve grown each year since.” – Joe Fricke, Financial advisor and owner of Compass Financial
Comprehensive Financial Services
We are an independent, fiduciary firm offering a wide range of financial services:
Financial advisor providing investments & retirement planning
Tax preparer providing personal & business tax planning
Medicare agent providing Medicare consulting
Quickbooks ProAdvisor providing commercial bookkeeping service
Why Choose Us?
Compass Financial is an independent, fiduciary firm — not a product-driven sales operation. Owner Joe Fricke and Financial Planner Ella Johnson build fully customized retirement and tax plans around your goals, not a cookie-cutter portfolio. No upfront fees. No commissions. Just an honest plan you actually understand.
Try our free online tools:
Try our free online Tax Bill Calculator to get a detailed and personalized estimation of your future tax liabilities.
Our Retirement Reality Check is designed to gauge your preparedness for one of life’s most significant transitions.
Take control of your finances
Are you ready to take your first steps towards financial freedom? Whether you need help with financial planning, tax preparation, bookkeeping, or Medicare coverage, we have you covered.