The Northstar Group at Compound Planning

You have big goals, we have the roadmap to achieve them.

We Do Things Differently By Design

We combine the best of financial planning, investment management, and tax strategy.

Full Service

For a single fee we provide financial planning, investing, and tax services for every client. Our team manages the many critical aspects of building wealth, not just investing.

Fiduciary

We act in your best interest, and not just because it's legally required. Our compensation comes only from our clients, ensuring our advice is unbiased and focused solely on your needs.

Diverse Expertise

Our team brings a broad and deep range of education, experience, and expertise. Your family's wealth and financial future is managed by experts with deep knowledge and diverse wisdom.

The Northstar Group at Compound

We combine the best of financial planning, investment management, and tax strategy.

Kaitlin Jones

Principal & Senior Wealth Advisor

Moscow, ID

13+ years experience

Charlotte Jones

Principal & Senior Wealth Advisor

San Diego, CA

5+ years experience

Mark Mooring

Principal Wealth Advisor

Knoxville, TN

6+ years experience

Tiffani Stubblefield

Wealth Management Associate

Moscow, ID

(208) 810-4938

Moscow, ID Office

110 S. Main Street Moscow, ID 83843

San Diego, CA Office

4660 La Jolla Village Dr., Suite 100 San Diego, CA 92122

Knoxville, TN

A single place to
manage your wealth

We help you

diversify your investments

We’ll help you build an endowment-quality portfolio containing public investments and private opportunities across real estate, venture capital, and fixed credit.

Compound portfolios include tax-loss harvesting and are automatically rebalanced when the market changes.

Compound has an in-house investment management team, trading team, and equity research team.

We help you

manage your taxes

We’ll help you understand the tax implications of major decisions:

What if I sell my equity at $price?
What if I move from New York to Texas?
What if I rent out my New York property?

We can also file your tax returns.

Compound has an in-house tax team, providing filing and consulting services.

We help you

borrow more efficiently

We’ll source a range of financing options—across portfolio lines of credit, startup-equity-backed loans, mortgages, and more—to help you borrow money to most effectively achieve your goals.

Compound has relationships with a large network of lenders. We aim to find the best options for our clients.

We help you

retire with confidence

If you’re like many of our clients who are currently in or approaching retirement, you likely have many questions about your finances:

Do I have enough assets to maintain my lifestyle?
Which accounts should I use for cash flow?
How can I protect my assets for future generations?

Compound has multiple estate planning partners who integrate within the Compound platform.

We can help you

plan your estate

We can help you design and implement your estate plan. We’ll guide you through the pros and cons of revocable and irrevocable trusts (GRATs, SLATs, etc.) to help you create the right plan for your family.

Compound has multiple estate planning partners who integrate within the Compound platform.

Ask us anything

We can help you prepare for an IPO, plan for a family, or set up a donor-advised fund. And if you ever have an ad-hoc request (“Transfer $amount to Founders Fund for my Q1 capital call”), just email the concierge, and we’ll take care of it.

Our service team worked in the largest banks, RIAs and multi-family offices. Whatever you may need, we can help.