A complete list of active advisors currently associated with Purpose First Financial, LLC
Warmer can help you find a great advisor at Purpose First Financial, LLC or one who fits your needs even better.
Purpose First Financial serves individuals (including both high-net-worth and non‑HNW clients), small businesses, and charitable clients, providing written financial plans and ongoing portfolio management along with retirement, tax, education, and estate planning advice. The firm reports approximately $60.5 million in assets under management across its client base and offers both broad-based and modular planning engagements, with written plans delivered at the completion of planning work. The firm’s investment approach combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory techniques, using both active and passive strategies and occasional values‑based screening to build diversified, tax‑aware portfolios intended for long‑term holding. Portfolios are managed on discretionary or non‑discretionary terms according to client preferences, with written investment guidelines, periodic reviews, and quarterly reporting. Noteworthy distinctions include the firm’s regular complimentary educational workshops on personal finance and investing, a service that is uncommon among peers, and the fact that an associate is a licensed insurance agent who may recommend annuities or life insurance; the brochure discloses these insurance activities, related commissions, and mitigation steps such as offsetting risk‑management planning fees when a commissionable policy is purchased. The firm also notes platform and third‑party relationships for insurance consultation and discloses an unusual rental arrangement in which the principal owns income‑producing real estate from which some clients lease space, with stated conflict‑management measures.
To learn more about the advisors currently working at Purpose First Financial, LLC, 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 |
|---|---|---|
Grants Pass, OR
| 17
|
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