Brian D. Eilers is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Investment Management Analyst®. 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 19 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 the 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 Bachelor of Science degree in Mechanical Engineering from Colorado State University. Brian is a member of the Financial Planning Association™, and the Cheyenne Sunrise Rotary Club.
His family includes his wife, Susie, and children, Ashley, Rachel, and Zachary.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.