Purtill Financial LLC Information

Purtill Financial is a fee only independent registered investment advisory firm. Our services include portfolio management, financial and retirement planning, tax planning, 401(k) rollovers, Roth IRA conversions, and helping retirees and young professionals grow and protect their investment assets. We have more than $166 million in assets under management, and an additional $38 million in assets under advisement, and serve more than 170 families. We have a five-person professional staff with our main office in Highland Heights, Ohio and we also meet with clients in Fort Myers Beach, Florida. Our staff's qualifications include a Wharton MBA, Certified Public Accountant (CPA) designations, Personal Financial Specialist (PFS) credential from the American Institute of CPAs, major university degrees in finance and accounting, FINRA Series 65 Investment Advisor licenses, experience at Ernst & Young and Bank of America and a combined 50 years experience in the financial services industry. Michael Purtill, CFP® holds the CERTIFIED FINANCIAL PLANNER™ credential and is a member of the Financial Planning Association. Two of our advisors are members of the National Association of Personal Financial Advisors (NAPFA). This organization requires that all of its members act as fiduciaries, provide comprehensive financial planning assistance to clients, and accept no fees or commissions from brokerage firms or mutual fund companies in exchange for its recommendations.