Description: Compound offers a personalized wealth management experience for entrepreneurs, professionals, and retirees powered by a world-class team and modern technology.
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Certain information on this website may relate to the pending merger of Compound Financial Inc. with Alternativ Wealth, leading to the rebranding as Compound Planning. We disclose this merger to ensure transparency and encourage visitors to consider this information when using our website.Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered in
Refer to Compound’s Brochure ( Form ADV Part 2A ) and Client Relationship Summary ( Form CRS ) for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and the applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided by Charles Schwab & Co., Inc. (“Schwab,” Me
Compound Planning | Modern Wealth & Investment Management
Compound Planning | Modern Wealth & Investment Management
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Compound Planning | Advisors
Elias Lankinen
Elias Lankinen
Elias Lankinen