Eric Purcell
CFP®
Clayton Wealth Partners
Wealth Advisor
Eric Purcell
CFP®
Clayton Wealth Partners
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Purcell, CFP®
Fee-Only financial planner located in Topeka, KS, serving clients locally and across the country
Eric Purcell is a Topeka, KS fee-only financial advisor serving clients locally and across the country. Clayton Wealth Partners provides comprehensive wealth management including asset management, tax planning, and estate planning to help individuals and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eric Purcell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As the son of two financial planners, Eric Purcell was a natural for the career. He grew up with dinner conversations that included investments, the S&P 500, and financial do’s and don’ts. So when the opportunity to follow in his parents’ footsteps presented itself, Eric jumped at it. Today, the Topeka native and wealth advisor assists our senior planners by preparing for and attending client meetings, completing follow-up items, and maintaining client communications.
Eric received both his Bachelor and Master of Business Administration from Washburn University with the goal of working with people needing meaningful financial advice to help achieve their goals. At Clayton Wealth Partners, he loves assisting people from all walks of life in meeting their objectives and accessing financial benefits they may have otherwise never known existed. He loves his part in making financial planning the least stressful aspect of clients’ lives.
Eric lives in Topeka with his wife, Suqueen. In his free time, he enjoys coaching and playing soccer, relaxing with yardwork, and enjoying all the best that Topeka has to offer. He also makes a biennial trip with his wife to visit her home city of Shanghai in China.
Eric Purcell 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 Clayton Wealth Partners, we believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as NAPFA-registered fee-only financial advisors.
Since 1984, our Topeka-based Registered Investment Advisory firm has been serving individuals and institutions throughout Kansas, including Lawrence, Dodge City, and Hays. We serve as life consultants and seek to be the advisors you turn to whenever you have a financial question, no matter how big or small.
Our advisors have combined deep experience with highly regarded certifications, including the CERTIFIED FINANCIAL PLANNER™ designation, to better serve you as we work to bring clarity to your financial options and achieve your goals.
As fee-only financial planners, we do not sell products and do not accept commissions or referral fees. What’s more, we have a fiduciary responsibility to put your interests ahead of ours. Our fiduciary responsibility is not limited to only certain types of investment accounts. It applies to everything we do for you. Always.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Eric Purcell 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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Eric Purcell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Eric Purcell is Featured in TK Business Magazine: "Clayton Wealth Partners’ Eric Purcell Promoted to Wealth Advisor"
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Eric Purcell is Mentioned in CJ Online for his Work with Activate the River Campaign
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Eric Purcell is the Treasurer of the Board for the Sunflower Soccer Association
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Eric Purcell is Quoted on WIBW News: "Topeka organization hoping to get more Kansans out on the river"
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Eric Purcell is a Past Board Member for the Topeka Shawnee County Riverfront Authority Board
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Clayton Wealth Partners is a Member of The Chamber of Lawrence, Kansas
Contact Eric Purcell
Office Locations:
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716 S Kansas Ave
Topeka, KS 66603
