Who We Are
Compass Financial Solutions is an Independent Financial Planning and Management Firm, Dedicated to Offering World-Class End-to-End Service.
Intimate Advising: Our Region
The principals of CFS began working with clients more than 30 years ago in the Greater Philadelphia area.Today the firm serves clients in dozens of states with physical offices in Bucks County, Pennsylvania, and upstate New York.
As an affiliated firm of Commonwealth Financial Network®, CFS offers an educational, non-sales approach in a fee-based compensation model, an independent model not influenced by a corporate parent, and a transparent fee structure.
Where our competitors fall short is where we strive. Building your plan is just the beginning. We believe our dedication to maintaining healthy communication and plan management is second to none. As the winds of your life change, we’re there to make sure your ship stays the course.
Our History
1983 - John DelVecchio founded Benefit Planning Services and has been actively engaged in helping clients fulfill their dreams.
2006 - Benefit Planning Services opened Corning Financial Solutions.
2012 - Benefit Planning Services evolved into Compass Financial Solutions
At Compass Financial Solutions and Corning Financial Solutions, we maintain a very high standard of performance based on integrity, honesty, and our belief in a committed relationship with each of our clients.
