The founders of our firm decided to form Purpetual Wealth Management to provide customized financial planning, retirement planning and wealth management to individuals, couples, families and business owners in Southern Indiana and Northern Kentucky.
The independent financial advisors, wealth managers and investment advisors at Purpetual have deep experience in many arenas of the financial services industry, and hold licenses which include Series 65, Series 7 and life insurance.
We help you achieve your financial goals and objectives.
The Independent Difference
Independence. Objectivity. Integrity.
In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting recommendations with impartial guidance based directly on your needs and goals.
What is an Independent Financial Professional?
The independent financial professionals at Purpetual Wealth Management are not employees of an investment or financial services firm— we are independent business owners. We are able to give objective advice on achieving your financial goals. We have the freedom to structure our business in a manner that best serves our clients.
An independent broker/dealer allows financial professionals to offer nonproprietary products, such as mutual funds or life insurance, from a wide variety of companies. Purpetual Wealth Management has chosen to work with an independent broker/dealer in order to offer you impartial investment advice compensated in the form of fees, commissions, or both.
What is an independent broker/dealer?
There are many different types of firms for Purpetual Wealth Management to consider in choosing a broker/dealer. You may be familiar with broker/dealers that are subsidiaries of conglomerates such as commercial banks, investment banks, and investment companies. Independent broker/dealers are different from such firms because they generally do not underwrite securities, they do not create research, and they do not engage in investment banking.
Purpetual Wealth Management utilizes a broker/dealer who provides services that include processing investment business, marketing assistance, practice management, and education. In addition, a broker/dealer holds responsibility for regulatory compliance and adherence to securities laws.
Why is independence important?
Just as you have the opportunity to choose your financial professional, we in turn choose our independent broker/dealer. This means we are not forced to sell proprietary products or meet any sales quotas, and, therefore, the professionals at Purpetual are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.
Instead of asking our financial professionals to fit into a mold, our independence empowers us with a vast menu of compliance-friendly programs, products, and services. This enables your financial professional to customize an investment strategy designed to meet your unique long-term financial needs.
If you’re interested in setting up an appointment and learning more about how Purpetual can help you with your investment and financial strategies, click the button below. We’d love to hear from you.