Purposeful Financial And Legacy Planning

Overview

Purposeful Financial And Legacy Planning is an independent RIA organized as a limited liability company that serves individual and family clients. The firm functions as a capital allocator and takes a consultative approach: it provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to external managers or specialized strategies. Fee arrangements are flexible — the firm charges a percentage of assets under management and can also bill hourly or use fixed fees for certain engagements. Investment posture leans toward pooled public funds and manager-led solutions, paired with targeted allocations to alternatives. The firm identifies as an active ESG investor, and it manages client assets on a non-discretionary basis. As an independent, owner-led adviser, Purposeful Financial And Legacy Planning appears structured to coordinate outside managers and custody relationships rather than operate as a large in-house asset factory.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices