Our History

Compass Financial Group is a third-generation advisory firm dedicated to guiding families and individuals through the complexities of wealth with clarity, integrity, and personalized attention.

The firm's roots trace back to Garret and Evelyn Hamm, who established a trusted insurance practice in 1961, laying the foundation for thoughtful clients service and risk management.

Building on that legacy, Jay Shein expanded the focus into comprehensive financial planning and wealth management, helping clients align their resources with long-term goals.

Today, Blair Shein leads Compass with a modern approach to private wealth, providing tailored strategies that integrate investment management, multigenerational planning, and tax-aware guidance. The firm's philosophy remains consistent across generations: wealth is best preserved and grown through disciplined planning, deep relationships, and an unwavering commitment to each family's unique priorities.

Compass Financial Group serve clients for whom thoughtful, full-spectrum wealth guidance is a true partnership, designed to endure across lifetimes.