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

Our Locations

Springfield, MO

(417) 986-2809

Located in the Aaron Sachs building.
3271 E Battlefield Rd #260
Springfield, MO 65804

Bentonville, AR

(479) 763-9067

Located in Bentonville Plaza near South Walton Boulevard.
609 SW 8th St
Bentonville, AR 72712

Virtual Meetings

From Anywhere

Meet your advisors by phone or video conference.
All of our services are available remotely.

Meet our Team

Joe Fricke, financial advisor and owner of Compass Financial.

Joe Fricke

Financial Advisor & Retirement Planning

Tax Preparation & Planning

Cindy Youngblood, certified Quickbooks ProAdvisor and bookkeeper.

Cindy Youngblood

Quickbooks ProAdvisor & Bookkeeper

Terri Weaver, Medicare broker and insurance specialist.
Terri Weaver, Medicare broker and insurance specialist.

Terri Weaver

Medicare Agent & Consultant

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.