Kiplinger Wealth Advisors

Thomas Phillips is a financial advisor at Kiplinger Wealth Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at LPL Financial, LLC, and First Allied Advisory Services. Outside of advising, he works as a ride-share driver in Springboro, OH. Kiplinger Wealth Advisors serves individuals, including high-net-worth clients, and pension and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and constructs customized portfolios using strategic and tactical asset allocation approaches.

Michael Purcell is a financial advisor at Kiplinger Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Maryland University, Duke University, Elon University, and Centerville High School. Kiplinger Wealth Advisors serves individual clients across the wealth spectrum and offers advisory services for employer-sponsored retirement plans, including financial planning, asset management, and retirement plan consulting. The firm employs customized portfolios with strategic and tactical asset allocation and provides fiduciary and non-fiduciary services for retirement plans.

Brad Kiplinger is a financial advisor at Kiplinger Wealth Advisors with 32 years of industry experience. He holds a Series 63 designation and has worked at Kiplinger Investment Advisors LLC since 1998, as well as Securities America Inc. and Private Client Services. Kiplinger Wealth Advisors serves individuals, including high-net-worth clients, and pension and retirement plan sponsors. The firm provides financial planning, investment management, and retirement plan consulting, managing approximately $212.8 million in discretionary assets for several hundred client accounts.

Jaret Kiplinger is a financial advisor at Kiplinger Wealth Advisors in Nashville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining the advisory field, he held roles at Medpace and the Ohio Department of Natural Resources. Kiplinger Wealth Advisors serves individual clients and employer-sponsored retirement plans, offering financial planning, asset management, and retirement plan consulting. The firm uses customized portfolios with strategic and tactical asset allocation and provides both fiduciary and non-fiduciary services for retirement plans.

Paul Purcell is a financial advisor with Kiplinger Wealth Advisors in Springboro, Ohio, holding a Series 63 designation and 25 years of industry experience. He has worked with Senior Financial Group since 2000 and has held roles at Private Client Services and Securities America, Inc. Outside of his advisory work, he serves as president and owner of Senior Financial Insurance Agency, focusing on insurance and tax planning. Kiplinger Wealth Advisors serves individuals, high-net-worth clients, and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and offers customized portfolios using strategic and tactical asset allocation, along with a range of retirement plan services.

Douglas Koogler is a financial advisor with Kiplinger Wealth Advisors in Springboro, OH, holding a Series 63 designation and 36 years of industry experience. His career includes roles at firms such as Kiplinger Investment Advisors LLC, Securities America, Inc., and LPL Financial. Outside of advising, he works as an independent contractor involved in insurance and annuity sales and service. Kiplinger Wealth Advisors serves individual clients across the wealth spectrum and sponsors advisory services for employer-sponsored retirement plans. The firm offers customized financial planning and asset management, using strategic and tactical asset allocation and providing both fiduciary and non-fiduciary retirement plan services.