Purtill Financial LLC
Purtill Financial LLC is a registered investment advisory firm registered with the SEC. The firm's founder, a Wharton MBA/CPA, former college dean and business executive, founded the business because he thought that most individuals needed a different way to invest than working with brokers, bankers and insurance agents. The firm's goals are to: help our clients prepare for retirement while growing their portfolios and minimizing the costs of investing. Purtill Financial recommends a diversified set of investments in 20 different investment categories and recommends strictly no load mutual funds and exchange traded funds. Investment recommendations are tailored to your situation, your investment objectives, and your risk profile and place your portfolio on the efficient frontier, where returns are maximized for your chosen level of risk.
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identifying a potential advisor for their review and consideration. The appearance of an
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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.