Compass Financial Partners

Compass Financial Partners Co-founded by Joe Guin & Tim Hender, we are a boutique wealth management firm in Lake Forest. Proud members of Northwestern Mutual Private Client Group.

Our mission is to help successful families & businesses navigate their journey to financial freedom. Our Lake Forest-based team of twelve helps our clients achieve their comprehensive financial goals through a personalized planning approach. We address all aspects of financial planning including investment management, retirement and estate planning, education funding, risk management and tax strategies. Our team is deeply committed to building lifelong relationships with the clients we serve.

A new summer, a new group of interns!☀️We’re excited to welcome our 2026 Summer Interns to Compass Financial Partners. O...
06/02/2026

A new summer, a new group of interns!☀️

We’re excited to welcome our 2026 Summer Interns to Compass Financial Partners. Over the coming months, they’ll gain valuable experience, build meaningful connections, and bring fresh perspectives to our team.

We’re so happy you’re here and look forward to a great summer together. Welcome to Compass!

Taking care of yourself is ALWAYS a good investment. We're proud to in support of Mental Health Awareness Month with r...
05/14/2026

Taking care of yourself is ALWAYS a good investment.

We're proud to in support of Mental Health Awareness Month with ribbons from Paws For Patrick🐾💚

04/29/2026

We go beyond managing wealth - we build relationships that last. This is what sets us apart and helps us turn goals into lasting financial freedom.

Joe Guin & Tim Hender are honored to once again be recognized by Forbes as two of the top Wealth Advisors in Illinois.Th...
04/20/2026

Joe Guin & Tim Hender are honored to once again be recognized by Forbes as two of the top Wealth Advisors in Illinois.

Thank you to our dedicated team, and most importantly, our clients, for your continued trust. ⭐️

See the complete list here https://www.forbes.com/lists/best-in-state-wealth-advisors/

(Ranking published April 2026. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo).

12,500 pounds of food packaged ✔️This week, our team volunteered at the Northern Illinois Food Bank, helping label and p...
04/18/2026

12,500 pounds of food packaged ✔️

This week, our team volunteered at the Northern Illinois Food Bank, helping label and package meals for families in our community.

We are always proud to give back and be part of something that makes a real impact!

It’s Tax Day! Don’t just file - strategize!We can help you be prepared and make your money work smarter all year long. ...
04/15/2026

It’s Tax Day! Don’t just file - strategize!

We can help you be prepared and make your money work smarter all year long.

At Compass, every plan begins with purpose.Our quarterly book club discussion of “Man’s Search for Meaning” centered aro...
04/14/2026

At Compass, every plan begins with purpose.

Our quarterly book club discussion of “Man’s Search for Meaning” centered around resilience, perspective and what truly matters - principles we bring to every client relationship.

April is Financial Literacy Month, and we’re breaking it down one word at a time.Each week, we’ll highlight a key financ...
04/07/2026

April is Financial Literacy Month, and we’re breaking it down one word at a time.

Each week, we’ll highlight a key financial concept - because clarity creates confidence when it comes to your financial future.

First up: fiduciary.
It’s more than just advice… it’s a commitment to always act in your best interest.

Follow along all month as we simplify the language of wealth!🗣️

Last week Tim was on the floor of the NYSE, where Michael and Susan Dell rang the opening bell to celebrate their $6.25 ...
04/01/2026

Last week Tim was on the floor of the NYSE, where Michael and Susan Dell rang the opening bell to celebrate their $6.25 billion donation supporting the newly established “Trump Accounts”.

Every American child born between January 1, 2025 and December 31, 2028 is eligible to receive a seed deposit of $1,000 from the U.S. Treasury. (Any child under 18 who is a US citizen with a Social Security number is eligible to set up an account.)

These tax-advantaged funds are designed to be invested in American companies, with the goal of growing with the market over the course of a child’s life. As with all investments, account values will fluctuate based on market performance.

Accounts can be opened by filing Account IRS Form 4547 or through the online portal at www.trumpaccounts.gov

Is a Trump Account right for your family? Learn more here:

https://www.northwesternmutual.com/life-and-money/what-parents-need-to-know-about-trump-accounts/

Staying informed is the fist step to staying protected. 🔒 Cybercrime poses a threat to our personal information, financi...
03/27/2026

Staying informed is the fist step to staying protected. 🔒

Cybercrime poses a threat to our personal information, financial assets and our families. Here are 5 helpful takeaways from our recent cybersecurity webinar.

Address

272 E. Deerpath Road, Suite 204
Lake Forest, IL
60045

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18477313200

Website

Alerts

Be the first to know and let us send you an email when Compass Financial Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category