Compass Ion Advisors Overview
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Compass Ion Advisors
Summary
Our mission is to discover, plan and invest for what matters most in order to free individuals & families to lead lives of significance, and help institutions effectively support their mission.
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Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Investment Management, Wealth Management, Succession Planning, Institutional Consulting, Endowment Management, Investment Policy , Advisory Services, Comprehensive Financial Planning, Retirement Planning, College Planning, Insurance Planning, Legacy Planing, Fiduciary
Founded
1994
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1913 | Privately Held | 25 - 100 | 11.8M | $0 | |
| 1968 | Privately Held | 25 - 100 | 8.5M | $0 |
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Compass Ion Advisors
Ryan Donovan
Financial Advisor
Jinelle Stent
Client Service Representative
Evan Hewitt
Financial Advisor
Mark Manning
Financial Advisor
Josh Manifold
Financial Advisor - Senior Vice President
Kaitlin Salwach
Client Service Professional
Matthew Kane
President | Principal
Tyler Burns
Financial Advisor
Carol Gangewer
Administrative Manager
Matthew McDaniel
Financial Advisor and Tax Planner
Glen Gangewer
Financial Advisor
Luke Porter
Financial Advisor
Dan Soderberg
Vice President
Avery Burns
Client Services Representative
Jackson Alexander
Investment Management Intern
Chuck Manning
Financial Advisor
Bryn Donohue
Client Service Representative
Erin Radano
Director of Client Services
Pat Pat House
Senior V.P.
