The Compass Wealth Group

  • Brian Eilers, CFP®

    CERTIFIED FINANCIAL PLANNER™

Brian D. Eilers is a Certified Financial Planner® practitioner. He co-founded The Compass Wealth Group in 2011. Previously, Brian worked for 13 years in a similar role at M.J. Smith and Associates and became a principal with that firm in 2005. Brian has been an independent financial planner working with private clients and organizations for over 26 years.

Brian provides comprehensive financial planning to individuals, families, business owners, and provides investment consulting work for foundations and trusts. His expertise includes finding solutions for clients in the areas of proper investment asset allocation; long-term care, life and disability insurance needs; college education planning; and retirement cash flow planning. Additionally, as Branch Manager, Brian is responsible for formulating and implementing the firm’s compliance policies and procedures in order to meet strict adherence to the industry’s rules and regulations.

Brian holds a Masters of Business Administration degree with an emphasis in finance from the University of Colorado-Denver and a Bachelor of Science degree in Mechanical Engineering from Colorado State University. Brian is a member of the Financial Planning Association®.

Brian enjoys playing golf and spending time hiking and skiing in the mountains. His family includes his wife, Sara, and his 3 children, Ashley, Rachel, and Zach.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.