R. Allen Purkiss
Purkiss Capital Advisors, LLC
Fee-Only financial planner located in Ridgefield, CT, serving clients locally and across the country
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.
- 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
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.
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
62 Barry Avenue
Ridgefield, CT 06877