R. Allen  Purkiss

R. Allen Purkiss

| CFP®

Purkiss Capital Advisors, LLC

(203) 431-5862

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Fee-Only Financial Advisor serving Ridgefield, CT area.

Specialties

  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Education Planning

Website

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62 Barry Avenue
Ridgefield, CT 06877

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Allen Purkiss is a Ridgefield, CT Fee-Only Financial Planner serving the entire Ridgefield area. Purkiss Capital Advisors, LLC specializes in comprehensive financial planning, retirement planning, and investment management.  Allen Purkiss is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
R. Allen Purkiss, founder and principal of PCA, has over 20 years experience in the financial markets both here and abroad. After starting his career as a Financial Consultant with Merrill Lynch & Co, he went on to become Director of Fixed Income Sales at a leading Spanish brokerage firm in Madrid, Spain. His career in investment banking culminated in his appointment as Head of Non-Dollar Fixed Income Sales for a leading British bank in New York. He is a Certified Financial Planner™ practitioner who brings to his firm many years of experience and a strong knowledge and understanding of financial markets and solution-driven account relationships.
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Purkiss Capital Advisors, LLC is an independent, fee-only, Registered Investment Advisor that provides comprehensive financial planning, as well as investment management. This means we help you, not just with your investments, but with the broader financial spectrum of retirement planning, estate planning, insurance, and taxes.

We combine over twenty years of investment experience, with the benefits of working with an independent advisor to offer you the personal attention you need.

Our goal is to provide solutions and ease concerns about the financial future of our clients in a relationship based on trust and integrity.

We want you to "Live More Life For Your Money".
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