About Us
Look, we're not going to pretend we invented financial planning. But what we have done over the past 13 years is get really good at listening. Compass & Associates started because we were tired of watching people get steered toward products that looked great on paper but felt wrong for their actual lives. We work with folks in Pardubice and beyond who want straight talk about their finances — no jargon, no hidden fees, no pressure to buy stuff they don't need. Our job is to help you figure out where you're going financially and then actually get you there. It's simpler than it sounds, and way more personal than most places you'll find.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Meet Our Team
The people behind Compass & Associates
Milan Novotný
Founder & Lead Advisor
Started this whole thing because he got tired of watching people get bad advice. 21 years in finance, but prefers talking to clients over spreadsheets. Obsessed with making retirement planning actually make sense.
Petra Svobodová
Senior Financial Planner
Grew up watching her parents stress about money. Decided to fix that problem for other families. Specializes in tax-smart planning and loves helping women take control of their finances.
Jakub Horák
Investment Strategist
Numbers guy who somehow doesn't bore people. Built our investment framework from scratch. Believes boring portfolios outperform exciting ones most of the time. He's usually right about that.
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.
Our Mission & Our Vision
Our Mission
We exist to give real people real advice about their money. No scripts, no sales pitches. Just honest conversations that help you understand your options, make confident decisions, and build the financial life you actually want. We're here because you deserve better than generic advice.
Our Vision
Picture this: a world where financial advice doesn't feel complicated or scary. Where people trust their advisor. Where your money works for you instead of against you. That's what we're building. One conversation, one plan, one client at a time.
Our Core Values
The principles that guide everything we do
Honesty First
We tell you what we think. Even when it's not what you want to hear. Even when it costs us a sale. Your trust matters more than our commission.
Keep It Simple
Finance doesn't need to be this complicated. We break down the confusing stuff into plain language. If you don't understand it, we explain it again. As many times as needed.
Your Goals Matter
Not our goals. Not some generic financial benchmark. Your actual life. Your dreams. That's what we plan around.
Long Game Thinking
We're building relationships that last decades, not quarterly targets. This means we make recommendations that hold up over time, even when markets get weird.
Our Story
We started in 2012 because two of us got fed up with the banking world. Seriously. We watched too many clients get confused by overcomplicated products and commission-driven recommendations. So we said, 'What if we just... didn't do that?' Started small. Worked with friends and their families. Built a practice on referrals because people actually liked what we were doing. Today we work with 47 households across the Czech Republic, and we're still the same size by choice. Bigger isn't better when you care about doing things right.
