Donald Purtill
CPA, PFS, CGMA, MBA
Purtill Financial LLC
President and CEO
Donald Purtill
CPA, PFS, CGMA, MBA
Purtill Financial LLC
President and CEO
As fee-only financial planners, our focus is to help you prepare for your retirement and achieve your financial goals. - Donald Purtill, CPA, PFS, CGMA, MBA
Fee-Only Financial Advisor team serving Cleveland and the entire Northeast Ohio area. Also serving Southwest Florida.
Don Purtill is a Cleveland, Oh fee-only financial planner. Purtill Financial LLC has a five member staff providing portfolio management and financial planning services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary financial advisor, Purtill Financial is never paid a commission of any kind, and provides financial advice only in the client's best interest.
Don Purtill 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 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.
Donald Purtill is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Purtill Financial, we have one main focus: helping our clients achieve financial independence and financial security in retirement. Our team of four professionals specialize in security and market analysis. We strive to maximize portfolio returns for our clients' desired risk level. As fee-only advisors, we work commission-free with our clients’ best interests in mind.
Purtill Financial is a mid sized, fee only independent registered investment advisory firm serving investment needs of families and businesses since 2000. Our services include retirement planning, portfolio management, financial plans, and tax planning and preparation. We help to grow and protect investment assets for our clients, many of whom are executives, educators, small business owners, retirees, and young professionals.
We have more than $158 million in assets under management, an additional $32 million in assets under advisement, and serve more than 170 families and businesses. Our main office is in an office park near I- 271 in Highland Heights, Ohio, an eastern suburb of Cleveland. We also meet clients in Fort Myers Beach, Florida.
Our staff's qualifications include a Wharton MBA, two Certified Public Accountant (CPA) designations, with Personal Financial Specialist (PFS) credential from the American Institute of CPAs, major university degrees in finance and accounting, FINRA Series 65 Investment Advisor licenses, experience at Ernst & Young and Bank of America and a combined 50+ years experience in the financial services industry. Michael Purtill, CFP® holds the CERTIFIED FINANCIAL PLANNER™ credential and is a member of the Financial Planning Association.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Our ideal client seeks to grow wealth through a diversified portfolio of low cost, high quality mutual funds and exchange traded funds.
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Donald Purtill is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Donald Purtill is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Donald Purtill earned the Chartered Global Management Accountant® (CGMA®) DesignationThe CGMA designation distinguishes professionals who have advanced proficiency in finance, operations, strategy and management. It is underpinned by extensive global research to maintain the highest relevance with employers and develop competencies most in demand. CGMA designation holders qualify through rigorous education, exam and experience requirements. They must commit to lifelong education and adhere to a stringent code of ethical conduct.
Contact Donald Purtill
Office Locations:
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22 Alpha Park
Highland Heights, OH 44143-3603 -
6662 Estero Boulevard
Unit 211-B
Fort Myers Beach, FL 33931
