Purtill Financial LLC
iStock-518833784.jpg

Who We Are

Professional, Fiduciary Investment Managers.

 

Who We Are

 
 

President / ceo

Donald L. Purtill CPA/PFS, MBA

Don has an MBA from the Wharton School, University of Pennsylvania and a bachelor's degree in accounting. He founded Purtill Financial in 2000 and has been providing fee-only financial planning, investment advisory and tax planning services for individuals and families since then. Prior to that, he was an executive with a Fortune 200 company, a college professor and dean, and an accountant for Ernst & Young. Don is a Certified Public Accountant who holds the Personal Financial Specialist (PFS) designation from the American Institute of CPAs. About 5,000 CPAs have earned this designation nationally. He is also a Chartered Global Management Accountant (CGMA). He is a Registered Investment Adviser in Ohio and Florida. He is one of about 3,000 members of NAPFA, the National Association of Personal Financial Advisors, the nation's only organization of fee-only financial planners. He holds the FINRA Series 65 Investment Advisor License. His memberships include the American Institute of CPAs, the Ohio Society of CPAs, the American Association of Individual Investors, and the Wharton Club of Northeast Ohio.

Check the background of this investment professional on FINRA's BrokerCheck.

 
 
 

 
 
 

iNVESTMENT ADVISER

Thomas P. Geraci

Tom is a Registered Investment Adviser for Purtill Financial. He holds a bachelor’s degree in finance from Cleveland State University and has worked in the financial services industry since 2000.  Tom manages the day to day investment and reporting process at Purtill Financial LLC and provides assistance to clients in preparing financial plans and implementing investment strategies. Tom holds the FINRA Series 65 Investment Adviser License and has completed graduate work through Boston University and the College for Financial Planning for the Certified Financial Planner (CFP) credential.  Tom has been a valuable team member for Purtill Financial since 2006.  As our clients know, he has a very high level of knowledge and expertise in investments and provides extraordinarily good client service.

Check the background of this investment professional on FINRA's BrokerCheck.

 
 
 

 
 
 

iNVESTMENT ADVISER

Michael D. Purtill CFP®

Michael, a CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Advisor, has a bachelor’s degree from Boston University and has worked in the financial services industry since 2002. Mike helps prepare client investment recommendations and financial plans. He holds the FINRA Series 65 Investment Adviser License and is registered in the State of Ohio as an Investment Adviser Representative. Mike completed graduate course work at the College for Financial Planning.   Mike joined the firm in 2008.  Mike is very adept at developing diversified investment portfolio recommendations and guidance to clients in financial plans.

Check the background of this investment professional on FINRA's BrokerCheck.

 
 
 

 
 
Carley_newportrait_resized.jpg

cONTROLLER AND INVESTMENT ADVISER

Carly A. Purtill CPA/PFS, M.Acc

Carly holds bachelor's and master's degrees in accounting from the Weatherhead School of Management, Case Western Reserve University. Carly is an experienced CPA and has worked in the financial services industry since 2004.  She worked in both public and corporate accounting before joining Purtill Financial in 2014. Carly is a valuable team member helping prepare client financial plans, taxes, and investment recommendations. Carly holds the FINRA Series 65 Investment Adviser License and is registered in the State of Ohio as an Investment Adviser Representative. She is also a Chartered Global Management Accountant (CGMA).  In 2016, Carly obtained the Personal Financial Specialist (PFS) designation from the American Institute of CPAs, certifying her experience and expertise as a financial planner.  Many CPAs provide financial advice to clients, but Carly’s expertise as a financial planner is demonstrated through her obtaining this credential.  Carly is a valuable, knowledgeable team member for Purtill Financial.

Check the background of this investment professional on FINRA's BrokerCheck.

 

 
 
 

 
 

Get in touch

We at Purtill Financial LLC know that finding the right investment advisor to work with is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and determine if we might be a good fit to work together.

BOOK AN APPOINTMENT ▸