Compston Wealth Management

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Compston Wealth Management Mark G. Compston and Mark Casey Compston are registered representatives of Lincoln Financial Securities Corporation.

Compston Wealth Management provides financial planning, investment management, estate planning strategies, college funding planning, and retirement planning to individuals and families in or near retirement. Securities and investment advisory services offered through Lincoln Financial Securities Corporation, a broker/dealer (member SIPC) and registered investment advisor. Compston Wealth Management, LLC is not an affiliate of Lincoln Financial Securities.

In addition to retirement planning, estate strategies, education savings, and wealth management, we also provide a range...
11/04/2024

In addition to retirement planning, estate strategies, education savings, and wealth management, we also provide a range of specialized services to meet your unique financial needs, including:
• Business Advisory Services
• Estate Strategies
• Legacy Trusts
• Philanthropic Services
• Special Needs Trust Services
Let us help you secure your financial future and preserve your legacy. đź’Ľ
Learn more: www.compstonwealthmanagement.com

There should be nothing scary about managing your finances when you're working with us.Happy Halloween from Compston Wea...
10/31/2024

There should be nothing scary about managing your finances when you're working with us.
Happy Halloween from Compston Wealth Management!đź‘»

The professionals at Compston Wealth Management are dedicated to providing personalized, goal-based planning and investm...
10/23/2024

The professionals at Compston Wealth Management are dedicated to providing personalized, goal-based planning and investment guidance to clients from all walks of life.

We would like to thank all of our clients for trusting us with their financial goals! When you engage Compston Wealth Ma...
10/15/2024

We would like to thank all of our clients for trusting us with their financial goals!

When you engage Compston Wealth Management with the financial side of your life, you're not just a client – you're now a member of the Compston Wealth Management family. We will strive to treat you like a family member, not just another name and number!

We focus on holistic and comprehensive financial planning throughout every aspect of our client's financial journey. Let...
10/11/2024

We focus on holistic and comprehensive financial planning throughout every aspect of our client's financial journey. Let Compston Wealth Management help ensure that your personalized financial plan is followed to pursue your long-term goals.

Are you asking yourself these important questions about your financial future? • Can I retire early?• How much do I real...
10/09/2024

Are you asking yourself these important questions about your financial future?
• Can I retire early?
• How much do I really need to retire
comfortably?
• Am I maximizing the benefits of my 401(k)?
• Should I choose a traditional IRA or a Roth
IRA?

Our licensed professionals are here to guide you through these questions and more, helping you build a secure financial future. Let’s plan for your tomorrow, today! 💼
Learn more www.compstonwealthmanagement.com/Our-Services.3.htm

Address

221 South 6th Street
Ironton, OH
45638

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

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