About Us2019-02-05T22:13:01+00:00

Our Mission

We empower people to live abundantly and intentionally by helping them make meaningful decisions with their money.

You

At Purposeful Wealth Advisors, we believe that you are more than the sum of your assets. You’re an individual, a couple, a family. You’re a corporate executive, a business owner expanding operations, a socially responsible investor looking for ways to truly make a lasting impact. You’re the sum of your relationships, experiences, and everything in between.

meeting with client
team members

Us

This is why our team remains collectively conscious of total wealth as it relates to your human, intellectual, social, spiritual, and financial capital. Because each of these priorities shape your financial past, present, and future. It’s our intention to help you realize the greater aspirations for your financial future with personalized plans built to adapt and pivot as life unfolds.

Unlike many private wealth firms, our advisors are trained, certified, and regularly pursuing continued learning opportunities outside of investments. We focus not just on the financial aspect but are well versed with over 50 years of collective experience in areas such as legal and tax to ensure you get a more comprehensive approach. Our partnership with Raymond James, one of the largest broker-dealers in the country, allows us access to some of the most robust, up-to-date research in the industry.

Our Values

Our advisors live by our core values, and because of that, no client is too big or too small to make a difference. Beyond a list of services, we believe it’s who we are as a collective that truly sets us apart in the industry. We’re here to listen, engage, and innovate around the ways in which you can achieve financial abundance and intentionality. When decisions are made for the sake of positively impacting those around us, the benefits touch everyone involved.

clients

Learn more about our process.

Our Process

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.