Purtill Financial LLC

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 well beyond investment research and recommendations.  We are a cost effective, fiduciary, fee only, SEC-registered investment advisory firm that works strictly in the best interests of our clients.  Our motivation is to see you achieve all of your financial and retirement goals. 

How Can We Help?

  • Dedicated investment management services, focused on assisting you with realizing your financial goals and being fiduciaries, meaning we only have your best interests in mind.
  • Comprehensive management fee meets all of your investment and financial planning needs: portfolio selection, annual rebalancing, tax planning and advice, guidance on employer plans, basic financial plans with updates as often as needed, low cost fund selection, tax loss harvesting recommendations, portfolio and market updates, guidance and monitoring of required minimum distributions.
  • Professional guidance on all of your investment assets, both with your employer, retirement plans, and brokerage accounts.
  • Globally diversified portfolio allocation across 20 different industry segments to reduce investment risk.
  • Work directly with our highly qualified professional advisory team and receive personalized service for all ofyour financial needs.
  • Monthly reporting on financial results for all of your accounts and portfolio, compared to industry averages.
  • Meetings with our advisory firm team as often as needed, no mandatory meeting schedules.
  • Industry leading asset management fees ranging from 0.8% annually to 0.5% annually with the ability to deduct fees directly from investment accounts.
  • Focus on minimizing trading fees and expense ratios to keep your costs as low as possible.

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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.

Purtill Financial Named to Financial Advisor Magazine's 2017 Top Registered Investment Advisor Ranking

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

Purtill Financial Named to Financial Advisor Magazine's 2016 Top Registered Investment Advisor Ranking

Purtill Financial named 2015 Rising Star firm by Accounting Today

Purtill Financial announces the opening of new, larger office.

Purtill Financial announces hiring of new Controller and Investment Advisor.

Purtill Financial achieved MD Preferred status by the MD Preferred Service Network, a national physician resource center. 


➤ Northeast Ohio
    Main location

22 Alpha Park
Highland Heights, OH 44143


6662 Estero Blvd.
Fort Myers Beach, FL 33931



Northeast Ohio: (440) 484-5340

Southwest Florida: (239) 236-5552

Toll Free USA: (855) 849-5010