A complete list of active advisors currently associated with ProsPurpose Wealth

Warmer can help you find a great advisor at ProsPurpose Wealth or one who fits your needs even better.

Prospurpose Wealth (Storyline Financial Planning, LLC DBA) is a state-registered, fee-only advisory firm that provides financial planning, wealth management, and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers both project-based and ongoing planning engagements and manages client accounts using third‑party custodians and outside managers as appropriate. The firm’s stated approach emphasizes asset allocation and modern portfolio theory, combining passive and active vehicles — including stocks, bonds, mutual funds, and ETFs — and may incorporate socially conscious (ESG) strategies when requested by clients. Prospurpose Wealth commonly implements discretionary trading authority for investment accounts, works with outside managers when appropriate, and uses custodial platforms such as Charles Schwab and Altruist to execute and custody client assets. What distinguishes this firm from many solo independent advisers is its institutional relationships with third‑party platforms: the brochure discloses an institutional relationship with Altruist Financial LLC and participation in Altruist LLC’s Model Marketplace, and it documents the firm’s use of third‑party platforms and materials to support client services. The brochure also highlights the firm’s educational offerings (seminars and speaking engagements) and its emphasis on providing written financial plans and periodic reviews, which, together with its platform affiliations, are less common among similarly sized independent advisers.

To learn more about the advisors currently working at ProsPurpose Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.