CPA, PFS, MBA
Purtill Financial LLC
Fee-Only Financial Advisor serving Cleveland and the entire Northeast and North Central Ohio areas. Also serving Southwest Florida areas
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.
Donald Purtill is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Donald Purtill is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Donald Purtill is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Donald Purtill is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Donald Purtill is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Donald Purtill
22 Alpha Park
Highland Heights, OH 44143-3603
6662 Estero Boulevard
Fort Myers Beach, FL 33931