Broker Check

Financial Advisors In Southbury, CT

Coordinated Wealth Management For Individuals And Families

One dedicated team aligning your investments, tax strategy, estate plan, real estate, and insurance into a single, integrated plan. We bring family-office-style coordination to individuals and families throughout Connecticut.

Schedule A Consultation Explore Our Services

  • Coordinated Financial Planning

    One advisor aligning your investments, tax, estate, and insurance decisions into a single plan.

  • Fee-Based Advisory

    Transparent, fee-based investment management. Costs reviewed with you before any engagement.

  • Based In Southbury, CT

    Serving individuals and families throughout Connecticut.

  • Verify Our Background

    FINRA BrokerCheck

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.

Financial Advisors With a Coordinated Strategy

Managing wealth well takes more than a strong portfolio. Investments, taxes, estate planning, real estate, and insurance are deeply connected, and a decision in one area shapes the others. When those pieces are handled separately, opportunities get missed and complexity grows.

True Compass Advisors was built to solve that problem. From our office in Southbury, our team acts as the coordinating hub for every important part of your wealth. We integrate planning across disciplines and work directly with your CPA, estate attorney, and other trusted professionals so your strategy stays aligned and executed. The result is family-office-style coordination, made accessible to individuals and families across Connecticut.

Why Coordinated Advice Matters More As Your Wealth Grows

As assets grow, so does complexity. Tax brackets, estate thresholds, concentrated positions, and multiple accounts start to interact in ways that are easy to overlook when each is managed in a separate place. Coordinated planning is how you keep those moving parts working together.

$15M

The 2026 federal estate-tax exemption per individual, up from $13.99 million in 2025. Coordinating your estate strategy helps larger estates make full use of it.Source: IRS

37%

The top federal marginal income-tax rate in 2025, reached at higher income levels. Tax-aware investment and withdrawal strategy can meaningfully affect what you keep. Source: IRS

73

The age at which required minimum distributions currently begin for many retirement accounts, rising to 75 in 2033. Timing withdrawals well can help manage lifetime taxes. Source: IRS

These figures are provided for general educational purposes and reflect current federal guidance, which is subject to change. They are not tax or legal advice; please consult a qualified tax or legal professional about your own situation.

Our Services

Every strategy is coordinated under one roof, so your investments, taxes, and long-term plans reinforce one another rather than working in separate silos.

  • Investment Management

    Transparent, fee-based portfolios built around your goals, time horizon, and comfort with risk, with ongoing monitoring on a single self-clearing platform.

  • Retirement Planning

    A clear roadmap to and through retirement, coordinating income sources, withdrawal timing, and required distributions to help make your savings last.

  • Tax Planning Coordination

    Tax-aware investment and distribution strategy, coordinated directly with your CPA so planning and filing stay aligned throughout the year.

  • Estate And Legacy Strategy

    Working alongside your estate attorney to help your wealth transfer efficiently and reflect your wishes for the people and causes you care about.

  • Insurance And Risk Review

    A coordinated look at how insurance and risk decisions fit the rest of your plan, so protection and growth strategies work together.

  • Comprehensive Financial Planning

    The connective layer across it all: one integrated plan that brings your investments, taxes, estate, real estate, and insurance decisions together.

Why Individuals and Families Work With Us

Choosing an advisor is really about deciding whom to trust with your family's future. Our value comes from experience, transparency, and a coordinated standard of care that keeps every part of your plan aligned.

We are an independent Southbury firm aligned with LPL Financial, so you get personal relationships and the depth of a national resource in the same place. Through our strategic relationships, we also coordinate with a network of CPAs, estate attorneys, and other specialists to keep every part of your plan working together.

Verify our registration and background anytime on FINRA's BrokerCheck, or review the LPL Financial Form CRS Relationship Summary.



  • Advice Coordinated Across Disciplines

    Investments, retirement, tax, estate, and insurance strategy managed together, so no part of your plan works against another.

  • Backed By LPL Financial

    Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

  • Rooted In Southbury, CT

    We live and work where our clients do, at 900 Main Street South in Southbury, and we meet with you directly.

  • Transparent, Fee-Based Approach

    Fee-based investment management with costs reviewed openly before any engagement begins.

Jared D. White, Founder and CEO of True Compass Advisors

Jared D. White

Founder & CEO

An advisor with more than 20 years in financial services, Jared founded True Compass Advisors to bring integrated, family-office-style planning to individuals and families, treating every client's situation as if it were his own.

Harrison Graham, CFP, Lead Financial Advisor at True Compass Advisors

Harrison Graham, CFP®

Lead Financial Advisor

A CERTIFIED FINANCIAL PLANNER™ professional, Harrison guides individuals and families through retirement, education, and life-transition planning, focused on making complex financial concepts clear and actionable.

Laura Maguire, Senior Investment Analyst at True Compass Advisors

Laura Maguire

Senior Investment Analyst

In the financial services industry since 1985, Laura focuses on advisory account and investment monitoring, investment analysis, model maintenance, and client service, holding Series 7, 63, and 65 registrations with LPL Financial.

Areas We Serve From Southbury, CT

Our office sits at 900 Main Street South in Southbury, and we work with individuals and families across the region and throughout Connecticut. Whether you prefer to meet in person or by video, we make coordinated planning accessible wherever you are.

  • Southbury
  • Woodbury
  • Middlebury
  • Oxford
  • Bethel
  • Newtown
  • Waterbury
  • Danbury

True Compass Advisors
900 Main Street South, Building 2, Suite 200
Southbury, CT 06488

860-955-3535  |  Get Directions

Schedule A Consultation With A True Compass Advisor

If you want a clear, coordinated plan for your wealth, we would welcome a conversation. Share a few details and we will reach out to schedule a time that works for you.

Prefer to talk now? Call 860-955-3535

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Submitting this form does not create an advisory relationship.

Frequently Asked Questions

Where is True Compass Advisors located?

True Compass Advisors is located at 900 Main Street South, Building 2, Suite 200, Southbury, CT 06488. We serve individuals and families in Southbury and surrounding communities including Woodbury, Middlebury, Oxford, Newtown, and throughout Connecticut. You can reach the office at 860-955-3535.

What services does a financial advisor at True Compass Advisors provide?

Our advisors provide investment management, retirement planning, tax planning coordination, estate and legacy strategy, insurance and risk review, and comprehensive financial planning. Rather than handling these separately, we coordinate them into one integrated plan and work directly with your CPA, estate attorney, and other professionals so every part of your strategy stays aligned.

How is a financial advisor different from a financial planner?

The terms overlap and are often used interchangeably. A financial planner typically focuses on building a plan around goals such as retirement, education, and cash flow, while a financial advisor may also implement and manage investments. At True Compass Advisors our team does both: we develop the plan and coordinate its execution, including a CERTIFIED FINANCIAL PLANNER professional on staff.

How does True Compass Advisors charge for its services?

We take a transparent, fee-based approach to investment management, and we review costs with you openly before any engagement begins. Specific fees depend on the scope of services and the solutions involved. We are happy to walk through how our pricing would apply to your situation during an initial conversation.

Do I need a certain amount of assets to work with your firm?

We work with a range of individuals and families whose financial situations have grown complex enough to benefit from coordinated advice. The best way to find out whether we are a good fit for your needs is to schedule an introductory conversation, where we can learn about your goals and explain how we could help.

How can I verify the background of your advisors?

You can review the background of any financial professional on FINRA's BrokerCheck at brokercheck.finra.org. Securities and advisory services at True Compass Advisors are offered through LPL Financial, a registered investment advisor and Member FINRA/SIPC. You can also review the LPL Financial Form CRS Relationship Summary for details on our services and relationships.