A complete list of active advisors currently associated with Purposeful Strategic Partners

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

Purposeful Strategic Partners serves individuals and small businesses—ranging from young families and retirees to entrepreneurs, professionals, and high‑net‑worth clients—offering financial planning, investment management, business and executive coaching, and retirement plan advising. Services are delivered through a mix of ongoing subscriptions, project‑based engagements, and assets‑under‑management arrangements, and the firm also supports short‑term savings with FDIC‑insured accounts alongside managed investment accounts. The firm builds individualized Investment Policy Statements and favors strategic asset allocation, low‑cost funds and ETFs, and rebalancing consistent with Modern Portfolio Theory and behavioral finance principles. It uses third‑party managers and sub‑advisors for model portfolios when appropriate and provides ongoing review and coaching as clients’ goals and circumstances change. Compared with peers, the firm places more emphasis on client education and outreach: it publishes articles and email newsletters, conducts public and client seminars and workshops, and advertises third‑party ratings and external resources alongside its materials. Leadership combines fee‑only advisory work with roles in academia and nonprofit financial literacy efforts, and the firm offers distinct business‑focused services such as subscription business coaching and 401(k) fiduciary (3(21)/3(38)) support.

To learn more about the advisors currently working at Purposeful Strategic Partners, 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.