A complete list of active advisors currently associated with Purtill Financial LLC

Warmer can help you find a great advisor at Purtill Financial LLC or one who fits your needs even better.

Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting to individuals, families, high-net-worth clients, and charitable organizations. The firm delivers ongoing portfolio advice, retirement-plan advisement, and special-project consulting while stating it does not accept commissions or sell financial products. The firm develops individualized investment policies through client discussions and provides portfolio recommendations on a non-discretionary basis; as of January 9, 2026 it reported $207,051,882 in non-discretionary assets under management and $45,928,334 in assets under advisement. Its methods of analysis include fundamental, technical, and cyclical approaches, and recommended portfolios may include individual equities, bonds, mutual funds, and ETFs selected to match client objectives and constraints. Noteworthy compared with peers is Purtill’s multi-office footprint—five offices supporting three advisors and roughly 162 clients—which is uncommon for similarly sized supported firms, coupled with its predominant non-discretionary/advisory model. The firm’s practice emphasizes client-directed implementation (including client-directed brokerage and custody arrangements), provides retirement-plan advisory services, and discloses operational policies such as not voting proxies on client behalf.

To learn more about the advisors currently working at Purtill Financial 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.