PURPOSE FIRST FINANCIAL, LLC

Overview

Purpose First Financial, LLC is an independent registered investment adviser operating as a limited liability company that serves individual, family and small institutional clients. The firm combines fee-based portfolio management with financial planning and insurance-brokerage services, and it acts as a capital allocator by selecting third-party managers when appropriate. Advisory activities explicitly include portfolio management for individuals and small businesses, selection of other advisers, and educational seminars—indicating a hybrid advisory model that blends do‑it‑for‑you portfolio services with outsourced manager relationships and client education. Fee arrangements mix percentage-of-AUM billing with fixed fees, which aligns with the firm’s dual focus on ongoing asset management and planning engagements. Investment preferences lean toward public pooled vehicles for client exposures, supplemented by selected alternatives and insurance products. The firm is not positioned as an ESG-focused manager and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices