A complete list of active advisors currently associated with PurposePath Capital, LLC

Warmer can help you find a great advisor at PurposePath Capital, LLC or one who fits your needs even better.

PurposePath provides discretionary and non-discretionary portfolio management to individuals, families, high‑net‑worth clients, entities and 401(k) plans, and separately offers written financial planning and coaching engagements. The firm reported approximately $63 million in discretionary assets under management as of December 31, 2025 and notes it does not impose a firm account minimum. The firm’s investment process is built on Modern Portfolio Theory, using mean‑variance optimization and third‑party stress‑testing to set asset allocation targets, with both strategic and tactical allocation and occasional value investing. PurposePath typically implements allocations with diversified ETFs, mutual funds, equities, fixed income and private investments, and uses outside managers for larger model portfolios and bond‑ladder strategies under contractual arrangements with third parties. The brochure discloses that the firm is owned through a separate legal entity (DiSalvo Financial, L.P.) and that an associated person also operates as a licensed insurance producer, a dual role the firm says it discloses and manages as a potential conflict of interest. The firm also separates ongoing portfolio management from written planning (using eMoney software), documents arrangements with specific outside model providers, and discloses potential revenue‑sharing on certain private investments and custodial relationships that prospective clients may want to review.

To learn more about the advisors currently working at PurposePath Capital, 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.