A complete list of active advisors currently associated with Purposeful Planning

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

Purposeful Planning provides financial planning, education, and advisory services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers comprehensive planning, holds public seminars and workshops, and coordinates portfolio oversight through written investment policy statements and referrals to third‑party managers. The firm operates primarily on a non‑discretionary basis, documenting client goals and risk tolerances in an IPS and making recommendations while generally not accepting discretionary trading authority; its brochure reports approximately $24.6 million in non‑discretionary assets under management. When clients are placed with third‑party money managers, Purposeful Planning monitors performance and acts as a liaison, disclosing that it receives solicitor fees for these referrals. Distinctive features include formal ERISA 3(21) retirement plan consulting and pension‑plan services alongside an affiliated insurance practice (the principal spends a disclosed portion of time on insurance activities), and the firm’s regular public seminars — all of which are less common among similar solo independent advisers. The brochure also discloses a resolved administrative consent order stemming from a regulatory inspection and notes subsequent changes to third‑party managers and client agreements.

To learn more about the advisors currently working at Purposeful 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.