A complete list of active advisors currently associated with Purposeful Financial and Legacy Planning

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

Purposeful Financial and Legacy Planning is a fee-only investment adviser that provides financial life planning and portfolio management to individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm manages approximately $107 million for about 90 clients and does not accept commissions for product sales. The firm’s investment approach is largely long-term and passive, typically recommending no-load mutual funds and ETFs and supervising model asset-allocation portfolios provided by a third‑party sub-adviser (Dimensional Fund Advisors). Accounts are managed on a non-discretionary basis only, with the firm obtaining client consent prior to each transaction rather than trading at its own discretion. Noteworthy features include the firm’s combination of being a small, single-advisor practice while overseeing seven‑figure assets non-discretionarily—an arrangement that is uncommon among peers. The firm also offers a range of engagement types (ongoing management, a starter program for younger clients, hourly planning, one-time investment reviews) and may coordinate tax preparation through third‑party providers while recommending a preferred custodian and utilizing institutional services made available through that custodian.

To learn more about the advisors currently working at Purposeful Financial and Legacy 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.