Purposeful Wealth Our Team

OUR TEAM

We are a team of highly motivated individuals who commit to ensuring our clients receive the accurate plan, strategy, and attention according to the unique needs of each person. As fiduciaries, we partner with clients and foster a relationship based on trust, service, and transparency.

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The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.