A complete list of active advisors currently associated with Purpose Financial Planning

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

Purpose Financial Planning is a fee-only independent registered investment adviser that provides financial planning and discretionary investment management to individuals and high‑net‑worth clients. The firm offers both ongoing and project‑based planning engagements and links investment management to ongoing planning relationships. The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory and combines passive and active strategies using mutual funds, ETFs, and Outside Managers. It uses the Altruist model marketplace and available tax‑management tools, accommodates client‑imposed restrictions, and offers values‑based options including Biblically Responsible Investing and other socially responsible approaches. Noteworthy distinctions include an apparent focus on high‑net‑worth clients rather than non‑HNW retail individuals and a very small, early‑stage client roster (the brochure reports three clients and $0 in AUM as of December 31, 2025). The firm’s principal holds CFP and Certified KingdomAdvisor credentials that align with its faith‑based investing options, and the adviser generally implements trades on an individual basis rather than aggregating block trades.

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