Purtill Financial LLC
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Purtill Financial LLC

Wealth Management and Fee Only Financial Advisors

 

Welcome to Purtill Financial LLC

At Purtill Financial, we take responsibility for growing and managing your investment portfolio over the long term.  The functions that we perform for our clients go beyond investment research and recommendations.  We are a fiduciary, fee only, SEC-registered investment advisory firm that works strictly in the best interests of our clients.  Our motivation is to help you achieve your financial and retirement goals. 

How Can We Help?

  • Investment management services, focused on your financial goals.  As fiduciaries, we only have your best interests in mind.
  • Comprehensive management fee includes all of our investment and financial planning services: portfolio selection, annual rebalancing, tax planning and advice, guidance on employer investment plans, basic financial plans with updates as needed, low cost fund selection, tax loss harvesting recommendations, portfolio and market updates, guidance and monitoring of required minimum distributions.
  • Guidance on your investment assets, including your employer plans, retirement plans, and brokerage accounts.
  • Globally diversified portfolio allocation across 20 different industry segments to reduce investment risk.
  • Work directly with our advisory team and receive personalized service for your financial needs.
  • Monthly reporting on financial results for your accounts and portfolio, compared to industry averages.
  • Meetings with our advisory firm team as often as needed, no mandatory meeting schedules.
  • Asset management fees ranging from 0.8% annually to 0.5% annually with the ability to deduct fees from most investment accounts held at recommended custodians.
  • Focus on minimizing trading fees and expense ratios to keep your costs low.
 

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Recent News

On October 14, 2017, the Securities and Exchange Commission granted Investment Adviser registration to Purtill Financial LLC.  Prior to this date, the firm had been registered in the States of Ohio and Florida.

Carly Purtill, CPA, obtains Personal Finance Specialist (PFS) designation
from American Institute of CPAs

Purtill Financial named 2015 Rising Star firm by Accounting Today

Purtill Financial announces the opening of new, larger office.

Purtill Financial participates in MD Preferred Service Network

Contact

➤ Northeast Ohio
    Main location

22 Alpha Park
Highland Heights, OH 44143

➤ SOUTHWEST FLORIDA

6662 Estero Blvd., 211-B
Fort Myers Beach, FL 33931

☎ CONTACT

advisor@purtillfinancial.com

Northeast Ohio: (440) 484-5340

Southwest Florida: (239) 236-5552

Toll Free USA: (855) 849-5010