VETTED

Paul Purcell

Tel: 513-807-7770 24 Remick Blvd Springboro, OH 45066

Your Goals, Our Guidance

About Paul Purcell

Paul has over 35 years experience in the financial services industry. His expertise is in helping his retiree and pre-retiree clients holistically plan their financial futures.

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.

About Kiplinger Wealth Advisors

When you work with Kiplinger, you gain more than an advisor - you get an entire team of specialists dedicated to your success. From custom portfolio design to tax-efficient strategies, we bring together diverse experience to create comprehensive solutions tailored to your unique situation. This collaborative approach helps ensure you benefit from multiple perspectives and specialized knowledge at every step of your journey.

See Disclosures

Our Team

Mike Purcell

Wealth Advisor and Operations Manager

Mike Purcell

Wealth Advisor and Operations Manager

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.

General Information

Firm Start Year:

1998

No. of Employees:

5-9 Employees

Name of Broker/Dealer:

Private Client Services

Name of Custodial Firm:

Charles Schwab and Altruist

States Licensed in:

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management

Qualifications & Memberships

Insurance and Annuity Licenses:

Annuity, Health, Variable Annuity, Life

Services

Investment Types:

Bonds, Options & Futures, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Commodities

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Email, Phone, Our Offices, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$250K+

Compensation Methods:

Based on Assets

Firm Information

Firm's Number of Clients:

500-600

Firm's Number of Planning Clients:

500-600

Firm's Number of Managed Clients:

500-600

Assets Managed by Firm:

$250M-$500M

Disclosures

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

https://www.wiseradvisor.com/disclosure/1893713/wiseradvisor-kiplinger-wealth-advisors-detailed-disclosure.html

Disclaimer

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.

26 Years of Experience

CRD# 4128467 Firm CRD# 116726Series: 7, 6, 63

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 5:00 PM

Tuesday9:00 AM - 5:00 PM