Paul Purcell
Paul shuns the traditional "cookie-cutter" approach to financial planning, and instead utilizes his experience and know-how to develop optimal, high quality solutions that help meet his clients' specific needs and goals. He employs a variety of financial strategies and investment products to help craft the proper strategy.
Having been both a Dayton and Cincinnati resident, Paul has served the community by hosting numerous financial workshops and events for individuals and corporations.
Paul has been married to his wife Shelly for 36 years. They have five children: Tyler, Jackie, Natalie, Michael, and Sheilah. Paul enjoys spending time with his family, boating, and sporting events.
Our Team
Mike Purcell serves as a Wealth Advisor and a key lead for Client Relations at Kiplinger Wealth Advisors. With a deep commitment to fostering long-term partnerships, Mike specializes in bridging the gap between complex financial strategies and the personal goals of the families he serves. He plays a vital role in the firm's mission to provide holistic, client-centric wealth management across their Dayton, Cleveland, and Nashville offices.
Mike is dedicated to ensuring that every client receives a personalized experience, focusing on clear communication and proactive service to help them navigate their financial journey with confidence.
1998
5-9 Employees
Private Client Services
Charles Schwab and Altruist
OH
Individual Investors, Businesses
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Variable Annuity, Life, Health, Annuity
Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Exchange Traded Funds (ETFs)
Yes
Email, Phone, Our Offices, Video Conference
Fee-Based
$250K+
Based on Assets
500-600
500-600
500-600
$250M-$500M
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Advisory services offered through Kiplinger Wealth Advisors, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Securities offered through Private Client Services, Member FINRA & SIPC. Kiplinger Wealth Advisors and Private Client Services are separate companies.
