Purposeful Wealth Advisors
Planning beyond your net worth.
There are two sides to every money story: the technical and the relational. You need to make the right decisions for financial growth and the right decisions for positive impact. At Purposeful Wealth Advisors, we create plans that caters to both.
About Us
Each advisor has his/her own experience with money. Because of this, we’re able to to share, relate, and build stronger relationships together with service in mind and genuine interest at heart.
Our Process
To create a truly comprehensive financial plan we look at both sides of the financial coin: the technical and the relational. We create financial plans with specialized expertise that are actionable, adaptable, and personalized around your unique money story.
Insights
Financial planning is as much about educating as it is advising. Stay informed on critical updates, financial knowledge and move forward with intention.
Recently Seen In…
Working Mother Magazine’s
Top Wealth Advisors of 2018
Working Mother and Shook Research’s 2018 Top Wealth Adviser Moms
reports. Rankings are based on the opinions of SHOOK Research LLC. Research Summary (as of 10/2018): From a total universe of 300,000 advisors, based on our thresholds we received 26,000 nominations, of which approximately 20% (5,200) were women and less than half (< 2,600) at the time were mothers with children under the age of 18 and living at home. A final list of the top 300 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James
nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
Working Mother Magazine’s
Top Wealth Advisors of 2019
2019 List Working Mother Magazine's Top Wealth Advisors Moms
Top Wealth Adviser Moms (2019)
SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. For more information see www.SHOOKresearch.com. Data as of 3/31/2019. From a total universe of 300,000 advisors, based on our thresholds we received 30,691 nominations, of which approximately 20% (6,000) were women and less than half (< 3,000) at the time were mothers with children under the age of 21 and living at home. A final list of the top 400 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
Working Mother Magazine’s
Top Wealth Advisors of 2020
2019 List Working Mother Magazine's Top Wealth Advisors Moms
America’s Top Women Wealth Advisors (2020)
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. For 2020’s award Research Summary: Over 32,000 nominations were received, based on thresholds (9,654 women). 14,190 Advisors were invited to complete the online survey. 11,864 Advisors were interviewed by telephone. 2,356
2018 Forbes List of Top
Next Gen Wealth Advisors
2018 Forbes List of Top Next Gen Wealth Advisors:
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com.
1 Minimum account sizes are general since it can vary depending on a range of circumstances. 2 Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3 Minimum account sizes are general since it can vary depending on a range of circumstances.
2019 Forbes List of
Best In State Next Gen Wealth Advisors
2019 Forbes List of Best In State Next Gen Wealth Advisors:
2019 Next-Gen Best-In-State Wealth Advisors
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
2020 Forbes List of
Top Womens Wealth Advisors
2020 Forbes List of Top Women Wealth Advisors
Top Wealth Adviser Moms (2020)
SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2020): from a total universe of 300,000 advisors, based on our thresholds we received 32,350 nominations, of which approximately 20% (6,600) were women and less than a quarter (1,238) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.SHOOKresearch.com.