A complete list of active advisors currently associated with Purpose Wealth

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

Purpose Wealth serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary investment management, covering retirement planning, tax and estate planning, insurance review, and business‑owner guidance. The firm also offers limited‑scope, project‑based, or hourly financial planning engagements and facilitates estate‑document creation through licensed third‑party digital providers. The firm’s investment process emphasizes fundamental analysis and a long‑term trading horizon, typically constructing portfolios using low‑cost ETFs and index funds and documenting goals and constraints in a written Investment Strategy Statement. For managed accounts it operates on a discretionary basis, with ongoing monitoring, periodic rebalancing, and automated tax‑loss harvesting to help manage realized gains and align portfolios with client risk profiles. Notably, Purpose Wealth does not bill on a percentage‑of‑assets basis and instead uses fixed annual advisory arrangements and project/hourly planning engagements, an arrangement that is less common among independent advisers. The firm also requires clients to use a specific custodian, does not aggregate trades across client accounts, and maintains a compact client roster—operational features that can affect trade execution and service dynamics compared with larger peers.

To learn more about the advisors currently working at Purpose 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.