A complete list of active advisors currently associated with Purpose Built

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

Purpose Built Financial Services is a fee-only, independent advisory firm that works with individual and high-net-worth clients. The firm offers comprehensive financial planning, discretionary wealth management (available only to clients engaged in its planning service), hourly project consulting, and tax return preparation. Investment management is implemented primarily through passive, asset-allocation strategies using index mutual funds and ETFs, with portfolios managed on a discretionary basis aligned to each client’s written investment policy. The firm integrates portfolio management with its planning process, conducts quarterly account reviews, and permits client-imposed restrictions on holdings. Distinctive features include a principal with both CFP® and CPA credentials, an Initial Engagement Fee structure that covers plan development and services through month six followed by an ongoing monthly planning fee (with an automatic annual adjustment and no termination penalty), and in-house tax preparation along with business- and pension-focused planning services. With roughly 30 clients and about $28.5 million in discretionary AUM, the firm operates as a small solo practice emphasizing integrated planning and tax-related services rather than standalone asset management.

To learn more about the advisors currently working at Purpose Built, 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.

Name	Location	Years of experience
Sean Lovison	Moorestown, NJ	5

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