Compass Capital Management, LLC

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Compass Capital Management, LLC We specialize in IRA and retirement planning on a tax-effective basis for self-employed individuals Cambridge and Compass Capital Management, LLC.

Investment Advisory Services offered through IAR’s of
Compass Capital Management, LLC,
a Registered Investment Adviser

Securities offered through Registered Representatives of
Cambridge Investment Research, Inc.,
a Broker/Dealer, Member FINRA/SIPC. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

🚨 HOT OFF THE PRESS!! 🚨Are you finding yourself needing to rethink your plan or shift your mindset about your financial ...
10/16/2026

🚨 HOT OFF THE PRESS!! 🚨

Are you finding yourself needing to rethink your plan or shift your mindset about your financial future?

📖 Flip through the pages of our latest COMPASS Magazine *Fall 2026* Edition! 🏈

You'll find inspiration from Retirement Planning, to Estate Planning, how to achieve the Championship Mindset for your family's financial future and more!

Flip through our digital COMPASS Magazine by clicking the link below or enjoy reading through the articles while waiting for your appointment with your financial advisor in our lobby! 📖

🔗 https://www.compasscapitalmgt.com/insights/

Are you ready to develop a championship mindset with your finances? Your team at CCM has your back! 🤝

Dear Clients,The office will be closed for team education and training today. Please feel free to call and leave us a me...
10/13/2026

Dear Clients,

The office will be closed for team education and training today. Please feel free to call and leave us a message. Our team members will be returning your calls as soon as possible.

Urgent calls regarding account service matters can be directed straight to Cambridge should you desire immediate assistance - 1-888-245-0452.

Thank you for your patience and allowing our team to grow for the betterment of your CCM client experience.

"While the excitement on Friday nights and Saturdays centers around touchdowns and victories, there are valuable financi...
10/12/2026

"While the excitement on Friday nights and Saturdays centers around touchdowns and victories, there are valuable financial lessons hidden within the game that can help families and individuals achieve their own long-term success." ✍ 🏈

Click the link to read our latest article by our Wealth Advisor - Julie Hokit!
➡ https://www.compasscapitalmgt.com/articles/championship-habits-the-playbook-for-financial-success/

Stay up to date and follow along with our team at Compass Capital Management through our weekly articles, seasonal magazines, YouTube videos and more!

Compass Capital Management will be closed in observance of Columbus Day. Additionally, our office will be closed on Tues...
10/12/2026

Compass Capital Management will be closed in observance of Columbus Day. Additionally, our office will be closed on Tuesday, October 13th for team training and professional development.

We will resume normal business hours on Wednesday, October 14th.

We appreciate your understanding and apologize for any inconvenience. Urgent calls regarding account service matters can be directed straight to Cambridge should you desire immediate assistance - 1-888-245-0452.

Have a safe holiday!

Your legacy is about more than what you leave behind—it’s about the people you leave it to. 🤝At Compass Capital Managem...
10/07/2026

Your legacy is about more than what you leave behind—it’s about the people you leave it to. 🤝

At Compass Capital Management, we help our clients take a thoughtful approach to estate planning, preparing for the future while protecting the people, assets, and values that matter most. From preserving wealth to creating a plan for the next generation, our team is here to help you make intentional decisions today that can make a lasting difference tomorrow.

Your story. Your values. Your legacy.

Visit our website to learn more about our estate planning and wealth management services and discover how CCM can help you build, protect, and leave a lasting legacy.
👉 https://www.compasscapitalmgt.com/

"While financial experts often stress the importance of starting early, the reality is that unexpected events such as jo...
10/05/2026

"While financial experts often stress the importance of starting early, the reality is that unexpected events such as job changes, medical expenses, family obligations, or economic challenges can delay even the best intentions. The good news is that it is never too late to begin building a stronger financial future." ✍

Click the link to read our latest article by our Client Relationship Manager - Michelle Lowe!
➡https://www.compasscapitalmgt.com/articles/its-not-too-late-to-start-why-every-dollar-counts-in-financial-planning/

Stay up to date and follow along with our team at Compass Capital Management through our weekly articles, seasonal magazines, YouTube videos and more!

In honor of Friday Night Lights,Here is our 🏈CCM Fall Financial Huddle Checklist 🏈 for our clients to help you ensure yo...
10/02/2026

In honor of Friday Night Lights,

Here is our 🏈CCM Fall Financial Huddle Checklist 🏈 for our clients to help you ensure you're finishing the year off strong with your financial plays!

You can explore more seasonal insights and articles in our COMPASS Magazine Fall 2026 Issue! 📚
Click the link to begin exploring our digital magazine:
🔗 https://issuu.com/compasscapitalmgt/docs/compass_magazine_fall_2026

🏈 MEET YOUR STARTING LINEUP! 🏈Behind every great client experience is a team working together to help keep your financia...
09/30/2026

🏈 MEET YOUR STARTING LINEUP! 🏈

Behind every great client experience is a team working together to help keep your financial goals moving forward. At Compass Capital Management, our Client Relationship Managers help keep the plays on track—from account establishment and rollover processing to keeping your contact and account information up to date.

We greatly appreciate all the hard work and personalized experience both Michelle and Sam bring to the team for our clients!

Think of them as part of your financial team’s starting lineup—here to help make your experience smooth, personal, and organized every step of the way.

📲 Ready to get your financial game plan started?
Call Compass Capital Management today to schedule your FREE initial consultation and take the first step toward a personalized financial strategy.

Your goals. Your game plan. Your team. 🏈

"The U.S. markets are facing tremendous pressure in 2026. Persistent volatility, tariffs applied to some of our best tra...
09/28/2026

"The U.S. markets are facing tremendous pressure in 2026. Persistent volatility, tariffs applied to some of our best trading partners and continual change in the artificial intelligence space have created a very interesting market for the United States." ✍

Click the link to read our latest article by our CEO & Senior Wealth Advisor - Jimmy Williams!
➡ https://www.compasscapitalmgt.com/articles/mid-term-election-market-update/

Stay up to date and follow along with our team at Compass Capital Management through our weekly articles, seasonal magazines, YouTube videos and more!

Do you believe your Financial Plan has all the RIGHT INGREDIENTS to better your chances of success for your family? Whet...
09/25/2026

Do you believe your Financial Plan has all the RIGHT INGREDIENTS to better your chances of success for your family?

Whether you're in need of:
⭐Estate Planning
⭐Retirement Planning
⭐Financial Planning
⭐or Investments...

At Compass Capital Management, our team is dedicated to helping our clients find the right ingredients in creating a strategized financial plan to help your family live life by your design! 🙌

Explore our services on our website:
➡ https://www.compasscapitalmgt.com/

Not only does our team work hard, we play hard!
We thoroughly enjoyed our team building cooking class in Oklahoma City after our team training!

Wishing everyone a wonderful weekend! See you in the kitchen 👩‍🍳👨‍🍳🥘

Address

215 E CHOCTAW Avenue
McAlester, OK
74501

Opening Hours

Monday 8:30am - 12pm
1pm - 5pm
Tuesday 8:30am - 12pm
1pm - 5pm
Wednesday 8:30am - 12pm
1pm - 5pm
Thursday 8:30am - 12pm
1pm - 5pm
Friday 8:30am - 12pm

Telephone

+19184233222

Website

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