About

Driving Growth and Profit for Small Businesses

At Capital Compass Advisory, we are dedicated to empowering small businesses to achieve greater financial success. Our mission is to deliver expert guidance that enhances revenue streams and maximizes profit margins, grounded in nearly five decades of combined experience. We believe in building lasting partnerships based on trust, integrity, and results-oriented strategies that navigate your business towards sustainable growth.

Financial Expertise Tailored to Your Business

Meet the seasoned advisors helping you reach your financial success.

Dave Gordon

Co-Founder

Expert at financial analysis with a wealth of knowledge in all aspects of business.

Wallace Lewis

Co-Founder

Diverse business experience from large corporations to small business.

Maximize Your Business’s Financial Growth

Hear directly from small business owners who have boosted profits and revenue through our expert guidance.

Capital Compass Advisory transformed our financial strategy, leading to impressive revenue increases and smoother operations.

Rachel M.

Owner, Raleigh Boutique

The professionalism and insight provided helped us expand our profit margins significantly within months.

Jason L.

CEO, Tech Startup

Their hands-on approach and deep understanding of small business finances exceeded all our expectations.

Monica K.

Founder, Green Market