Jared D. White
Founder & CEO • 20+ Years Experience Financial Advisor in Southbury, ConnecticutBringing family-office-style coordination to everyday investors, integrating investments, tax, estate, real estate, and insurance into one clear, comprehensive strategy for life.
Get To Know Jared
Jared D. White is the Founder and CEO of True Compass Advisors, where he has spent his career helping families make major financial decisions with clarity and confidence.
Jared’s journey in financial services began in 2005 at UBS Financial Services, where he started as an investment analyst in Weehawken, New Jersey, constructing portfolios and supporting advisors nationwide on managed account platforms. In 2009, he moved into client-facing work as a financial advisor, driven by a desire to work directly with people and help them navigate life’s financial decisions in a personal, strategic, and confident way. A graduate of the University of Vermont, he also earned a master’s degree through a co-sponsored program at the University of Connecticut and University of Vermont.
Over the next decade-plus, Jared gained deep experience leading and collaborating with established practices, including serving as President and Managing Partner of a respected, 60-year-old firm in Southbury, Connecticut. He increasingly recognized the limitations of retrofitting modern strategies, sophisticated technology, and holistic planning into legacy systems built on outdated foundations. That realization inspired him to start fresh: rather than adapting an existing chassis, he founded True Compass Advisors from the ground up, designing purpose-built systems that pair robust technology with comprehensive services.
His vision is to democratize the sophisticated, coordinated approach typically reserved for ultra-high-net-worth families, making it accessible and genuinely beneficial for the retail public. He leads with one philosophy: treat every client’s situation as if it were his own or that of a close family member, honestly and always with their best interests at heart. Outside the office, Jared cherishes time with his family of four, and whether traveling, cheering at a game, or enjoying good conversation with friends, he believes life, like financial planning, is ultimately about the people you share it with.
Services Jared Provides
Comprehensive planning for people who want more than investment management alone: a clear plan, coordinated advice across every part of your financial life, and a long-term relationship.
Financial Planning & Investment Management
The heart of the practice: a comprehensive, personalized plan with professional investment management tailored to your goals and timeline.
Tax Planning & CPA Coordination
Working directly with your CPA to weave tax projections and strategies, such as Roth conversions and charitable giving, into your plan.
Estate & Legacy Planning
Coordinating with your estate attorney to align beneficiary reviews, trust structures, gifting, and legacy goals with your financial picture.
Real Estate Coordination
Factoring property decisions into your broader strategy so real estate choices support, rather than complicate, your long-term plan.
Risk Management & Insurance
Assessing life, disability, and long-term care needs, then recommending strategies with a goal to safeguard your assets and your family.
Family-Office Coordination
Acting as your financial quarterback, coordinating your trusted professionals so every piece of your plan works together in alignment.
Areas Jared Serves
Based in Southbury, Connecticut, Jared works with clients throughout the Naugatuck Valley, greater Connecticut, and nationally. Thanks to secure virtual planning by video and phone, families anywhere in the United States receive the same client-first approach and personal attention, wherever they are.
Southbury
Jared's home base, where families and professionals seek clear, coordinated planning for their financial futures.
Woodbury
A close-knit Litchfield County community where households plan for retirement, education, and long-term goals.
Middlebury
An established New Haven County town whose families value thoughtful, personalized financial guidance.
Newtown
A growing Fairfield County community of families building toward retirement and their children's education.
Danbury
A vibrant western Connecticut city where households seek accessible, meaningful financial planning.
Naugatuck
A community of everyday families for whom Jared makes financial planning approachable and clear.
Cheshire
An established town whose families plan across generations for education, retirement, and legacy.
Oxford
A growing New Haven County town where professionals and families lay the groundwork for long-term security.
Nationwide (Virtual)
Families across the country who prefer secure video and phone planning receive the same coordinated attention.
Have questions? Let’s talk.
Whatever stage you are at, Jared is happy to answer your questions. Schedule a no-obligation initial assessment, or reach out directly. No pressure, no obligation.
Schedule a CallPrefer to talk now? Call 860-955-3535 or email jwhite@truecompassadvisors.com
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Frequently Asked Questions
Who is Jared D. White?
Jared D. White is the Founder and CEO of True Compass Advisors, a financial advisor in Southbury, Connecticut with more than 20 years in financial services. He began his career at UBS Financial Services in 2005 and moved into client-facing advising in 2009, later founding True Compass to bring family-office-style coordination to everyday investors.
What is Jared White’s background and education?
Jared is a graduate of the University of Vermont and earned a master’s degree through a co-sponsored program at the University of Connecticut and University of Vermont. His career includes serving as President and Managing Partner of a respected, 60-year-old firm in Southbury before he founded True Compass Advisors from the ground up.
Where is Jared White located and what areas does he serve?
Jared works from the True Compass Advisors office at 900 Main Street South, Building 2, Suite 200, Southbury, CT 06488. He serves clients throughout the Naugatuck Valley and greater Connecticut, including Middlebury, Woodbury, Waterbury, Newtown, and Danbury, and works with families nationwide through secure virtual planning.
What makes True Compass Advisors different?
True Compass acts as your financial quarterback, integrating investments, tax strategies, estate planning, real estate, and insurance into a single coordinated plan. Jared works directly with your CPAs, estate attorneys, and other trusted professionals to help ensure execution and alignment, bringing family-office-style coordination to clients who traditionally would not have access to it.
Who does Jared White work with?
Jared works best with retirees, pre-retirees, families, and business owners who want more than investment management alone. His clients are typically looking for clarity, a coordinated strategy across every part of their financial life, and a long-term relationship with an advisor who treats their situation as if it were his own.
How do I schedule a meeting with Jared White?
You can schedule a no-obligation initial assessment through the contact page at truecompassadvisors.com/contact, or call the office directly at 860-955-3535. When you reach out, you will speak directly with the team, not a machine, and the first conversation is a no-pressure look at how True Compass can help.