Donald L. Purtill| CPA, PFS, MBA
Purtill Financial LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
Highland Heights, Oh 44143-3603
Fort Myers Beach, FL 33931
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
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 income tax 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 Finance 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 2,400 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.
At Purtill Financial, we have one main focus: helping our clients become financially secure in retirement. Our team of highly educated advisors specialize in security and market analysis. We strive as fiduciaries to optimize portfolio returns and outperform market indexes. As fee-only advisors, we work commission-free with our clients’ best interests in mind.
We differ from other financial advisory firms because of our lower fees, commitment to accountability, transparency, regular communications, team involvement in developing recommendations, getting to know our select group of clients on a first name basis, and delivering great value for our investment advisory, tax, and financial planning services.
Purtill Financial is a mid sized fee only independent registered investment advisory firm. Our services include active portfolio management, financial plans, retirement planning and tax planning and preparation. Our specialty is helping executives, educators, small business owners, retirees and young professionals grow and protect their investment assets.
We have more than $115 million in assets under management and serve more than 140 client families. We have a four person professional staff with our main offices in Highland Heights, Ohio and a second location in Fort Myers Beach, Florida. Our staff's qualifications include the certified public accountant designation (CPA), personal financial specialist (PFS) credential from the American Institute of CPAs, an MBA from the Wharton School of the University of Pennsylvania, bachelors and masters degrees in finance and accounting, FINRA Series 65 Investment Advisor licenses, and more than 40 years combined experience in the financial services industry. Michael Purtill, CFP® holds the CERTIFIED FINANCIAL PLANNER™ credential and is a member of the Financial Planning Association. Carly Purtill, CPA, holds the Personal Finance Specialist (PFS) designation from the American Institute of CPAs.
Our firm is a member of the National Association of Personal Financial Advisors (NAPFA). This organization, whose members are 2,400 of the highest qualified financial advisors in the country, requires that all of its members act as fiduciaries, provide comprehensive financial planning assistance to clients, and accept no fees or commissions from brokerage firms or mutual fund companies in exchange for its recommendations. Working with a NAPFA member offers you assurance that the advice you are receiving is unbiased and objective and designed only to help your financial situation, not the advisor’s.