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About Crown & Compass Financial
Where Stewardship Meets Strategy.

Who We Are
A virtual home office, built around direction.

Crown & Compass Financial was founded on the conviction that wealth is entrusted rather than owned, and that the job of a plan is to make that stewardship deliberate.

The firm's approach is organized around the S.O.U.L. Framework: Stewardship, Optimization, Unification and Legacy. Stewardship establishes what the wealth is for. Optimization addresses how it is structured. Unification coordinates the professionals and decisions that would otherwise operate separately. Legacy prepares both the assets and the people who will receive them.

It's Where Stewardship Meets Strategy.

Our Mission

Helping clients pursue their personal and family goals — and building trust through integrity and reliability at every step.

Founder & CEOWayne L. Barber II

Founder & CEO
Wayne L. Barber II

Wealth Management Advisor / Planner

Crown & Compass Financial

Wayne founded Crown & Compass Financial on the conviction that real wealth planning starts with a real understanding of the person behind the portfolio.

As a husband, father, and business owner himself, Wayne brings a perspective to financial planning that goes beyond the technical — coordinating across CPAs, attorneys, and the moving pieces of his clients' financial lives.

Credential

RICP®

Based In

Tampa Bay, FL

The Team
Built around a small team of experienced professionals.

Every Crown & Compass client is supported by a small, accountable team — each member trained in the S.O.U.L. Framework and focused on a specific layer of the relationship.

Wayne L. Barber II RICP®

Wayne L. Barber II RICP®

Founder & CEO

There are advisors who chose this profession. Wayne Barber was called to it.The credentials are real and the process is rigorous, but neither is why he does this work. He does it because he has seen what happens to people when nobody...
Shaun Barber

Shaun Barber

Director of Operations & Client Support

Shaun Barber serves as the Director of Operations & Client Support at Crown & Compass Financial, where she is passionate about creating exceptional client experiences and ensuring every interaction reflects the firm's commitment to...
Jaxon Barber

Jaxon Barber

Director of Marketing & Client Engagement

Jaxon Barber serves as the Director of Marketing & Client Engagement for Crown & Compass Financial, where he combines strategic marketing expertise with a passion for creating meaningful connections. A natural creative force, Jaxon...

We are always looking for advisors who believe what we believe. If that's you, let's talk.

Learn more about joining the team

Core Values
Three principles. Every decision.

01

Integrity first

Every recommendation passes the same test — would we make it for our own family.

02

Reliability at the relationship level.

We show up the same way in year ten as we did in week one.

03

Coordination over silos.

Your CPA, your attorney, your advisor — one conversation, not three.

What's Next
Now you've met us. Let's walk the path together.

Our team works through a five-stage client journey designed to take you from the first conversation to a fully coordinated, ongoing plan.

Schedule a Call

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