Contact
Start the conversation.
Every engagement starts with a conversation. Tell us what you are working through. We will tell you plainly whether we can help, and if we cannot, we will say so.
What happens after you reach out
We respond within one business day. For most households, the first step is the complimentary Retirement Clarity Assessment: a structured look at your income plan, tax exposure, and portfolio that ends with a written summary you keep either way. It costs nothing and commits you to nothing.
Related: Retirement Clarity Assessment
How meetings run
We meet by secure video, nationwide. Screen sharing makes planning conversations better, not worse: we walk through your accounts, your projections, and your documents together in real time. If you prefer the phone, the phone works too. Call (301) 531-4413 or email info@compoundadvisory.co.
A note on our address
Our mailing address is exactly that: a mailing address. We are not a walk-in office, and we meet clients by video rather than across a desk. That structure keeps our overhead low and lets us work with households in any state. We are a fee-only fiduciary firm, so the conversation is advice, not a sales process.
Frequently Asked Questions
Do you only work with people near Annapolis?
No. We work virtually with households nationwide. Maryland is where the mail goes, not where the practice stops. Working with us never requires setting foot in Annapolis.
What does the first conversation cost?
Nothing. The initial conversation and the Retirement Clarity Assessment are complimentary, and there is no obligation to go further.
What should I bring?
Whatever you have. Recent account statements, your latest tax return, and any Social Security estimates are the most useful. If gathering documents is the thing stopping you, come empty-handed and we will build the list together.
Who do you typically work with?
Households age 50 and up with roughly $1 million or more in investable assets, business owners approaching an exit, and high earners with equity compensation. This is not for every household, and we will tell you if we are the wrong fit.