About
Purpose Wealth is an independent investment advisor located in Cincinnati, Ohio. We are registered and regulated by the U.S. Securities and Exchange Commission (SEC) and serve clients nationwide.
We specialize in low-cost portfolio management backed by customized advice. We emphasize globally-diversified portfolios comprised of index and passive funds, typically from Dimensional Fund Advisors (DFA) and Vanguard.
Purpose Wealth is the authentic alternative to the artifice of Wall Street. We simplify investing and focus on what matters most:
- Cut costs
- Diversify risk systematically
- Inspire positive behavior
- Follow an academic approach
- Prioritize individualized service
- Apply a fiduciary standard.
We are 100% fee-only and recognize that cost really does matter. Our low advisor fee for Portfolio Management is just 0.25% of assets under management (AUM) per year, subject to a $250 quarterly minimum or $1,500 quarterly maximum fee per household.
Learn more about our services.