Compass Consulting

We’ve had the pleasure of helping hundreds of financial institutions, and hope to earn your trust and support to grow your wealth management and financial planning solutions. Our consulting expertise focuses on the relationships and accountabilities between financial advisors and the other more traditional lines of business. Unlike other consulting companies that offer a wide range of services from fin-tech, branding, insurance, payroll, etc., we address advisors’ and financial institutions’ top platform concerns and provide you with the keys to wealth advisory growth.

View Sample Projects

https://player.vimeo.com/video/670347765

Meet Our Co-Founders

“Working directly in finance for nearly 30 years has given me a very unique perspective of what many Regional and Community Commercial Banks and Credit Unions need.”
– Eric Armstrong

Eric Armstrong

Co-Founder, Partner

eric@compassconsulting.com

Eric leads the Compass team. As Co-Founder and Partner, he has worked with hundreds of commercial banks, credit unions, wealth firms, investment banks, and law firms across the country in multiple capacities including:

  • Employment Contract Negotiations
  • Brand Development
  • M&A
  • Team Lift-Outs
  • LPO Development
  • Wealth Advisor Start-Ups
  • Sales Coaching and Mentorship
  • Search Firm Contracts
  • Marketing
  • Comp Plan & Incentives Development
  • Recruiting

Hillary Salgado

Co-Founder, Partner

hillary@compassconsulting.com

Hillary oversees all operational aspects of Compass. Hillary has spent numerous years in the talent acquisition industry with an emphasis in Banking and Wealth Management, which gives her an in-depth perspective on our clients’ needs. Together, the Compass team brings nearly 35 years of knowledge and experience working with Community Banks, Regional Banks and Credit Unions which makes us uniquely qualified to consult our clients on their wealth management and financial advice platforms.

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