R. Allen Purkiss

CFP®

Purkiss Capital Advisors, LLC

Financial Advisor

R. Allen Purkiss

CFP®

Purkiss Capital Advisors, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - R. Allen Purkiss, CFP®

(203) 431-5862

Fee-Only financial planner located in Ridgefield, CT, serving clients locally and across the country

R. Allen Purkiss is a Ridgefield, CT fee-only financial planner. Purkiss Capital Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, R. Allen Purkiss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.

R. Allen Purkiss 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.

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".

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

  • National Association of Personal Financial Advisors (NAPFA)
    R. Allen Purkiss is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    R. Allen Purkiss 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 R. Allen Purkiss

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Office Locations:

  • 62 Barry Avenue
    Ridgefield, CT 06877

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