Purposeful Strategic Partners
Purposeful Strategic Partners is dedicated to helping clients optimize and direct their financial resources toward the life they want to build. Founded by a Tenured Professor of Business with 20 years of financial services experience, Purposeful SP grounds advice in academic research and fiduciary best-practices. Being fee-only and independent, the only agenda we push is yours.
Purposeful SP History
Purposeful Strategic Partners grew out of a professor's desire to continue helping students from his Personal Finance courses. In 2016 Joshua Escalante Troesh created a website to allow alumni to get help and ask questions about their 401(k), investments, and other aspects of finances. The original website, Purposeful Finance, still exists today as a 501(c)(3) nonprofit dedicated to providing free and low-cost financial planning resources.
Wanting to take a more active role in helping people, Joshua saw a comprehensive financial planning practice as a way to change people's lives over the long-term. January 2018 Joshua established Purposeful Strategic Partners as a fiduciary and fee-only Registered Investment Advisor firm.
We partner with clients to help them align their money to their values and purpose. If the goal is simply to increase wealth, at some point it just becomes a number on a piece of paper.™
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.