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 driving your financial success.
Wallace Lewis
Co-Founder & Financial Strategist
Brings decades of small business insight combined with corporate experience.
Dave Gordon
Co-Founder & Profit Growth Specialist
Recognized for innovative approaches to boosting revenue and margins.
Financial Analyst
Consultant
Offers sharp analytical skills and practical financial solutions.
Client Relations Manager
Advisor
Strong leadership in guiding client partnerships and strategies.
Financial Analyst
Consultant
Offers sharp analytical skills and practical financial solutions.
Client Relations Manager
Advisor
Strong leadership in guiding client partnerships and strategies.
Wallace Lewis
Co-Founder & Financial Strategist
Brings decades of small business insight combined with corporate experience.
Dave Gordon
Co-Founder & Profit Growth Specialist
Recognized for innovative approaches to boosting revenue and margins.
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