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

As seen on Fox 49 in Springfield

“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

Sophia Fricke,
chief operating officer

Sharon Ridenour, tax preparer
Sharon Ridenour, tax preparer

Tax Preparation & Planning

Kristen Kelly, tax preparer and QuickBooks advisor
Kristen Kelly, tax preparer and QuickBooks advisor

QuickBooks ProAdvisor & Bookkeeper Service

Jennifer Ramroth, President of Healthcare Solutions

Independent Medicare broker

Chris Parsons, financial professional.
Chris Parsons, financial professional

Financial Advisor & Retirement Planning

Caidence Morgan, administrative assistant.
Caidence Morgan, administrative assistant

Schedule an Appointment

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.