Meet the Team
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Robert Amato, CFP®, CIMA®
Principal
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Lance Miller, CFP®
Wealth Manager
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Claire Holmes, CFP®
Financial Planner
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Stacy Abbott
Client Service Associate
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Eva Wei
Financial Communications Coordinator
About Us
Established in 2011, Compass Wealth Management is an independent, fee-only, investment advisory firm located in Atlanta, Georgia. With investment and planning experience dating back to the dot-com bubble, we have helped our clients accomplish their goals while weathering tumultuous markets and uncertain economic times in several of the most challenging periods in US economic history.
A Team of Experts
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The Certified Financial Planner™ (CFP®) certification recognizes only those individuals who have met rigorous professional standards and have agreed to adhere to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The CFP® certification requires extensive initial and ongoing education in investment planning, retirement planning, liability management, estate planning, and insurance and risk planning. Credential holders must also abide by the CFP Board's Code of Ethics and Professional Responsibility, including the requirement to act in each client's best interest.
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Certified Investment Management Analyst (CIMA®) professionals apply state of the art investment theory and integrate a complex body of knowledge systematically and ethically to assist clients in making prudent investment decisions. Robert earned the CIMA® designation after extensive graduate-level coursework at The Wharton School of the University of Pennsylvania.
The CIMA® certification signifies that an individual has met initial and ongoing experience, ethics, education, and examination requirements for investment management consulting, including advanced investment management theory and application. The CIMA® designation is the first financial services credential to meet the American National Standards Institute (ANSI®) international standard for personnel certification.
Interested in Working at Compass?
Please visit our careers page to learn more.