Fiduciary Responsibility

A fiduciary relationship is generally viewed as the highest standard of customer care available under law. Fiduciaries are required to act in the best interest of the client and to provide full and fair disclosure of material facts and conflicts of interest.

Pure Transparency

Pure Financial provides fee-only financial planning with no competing sales goals or directives. Our advisors are salary-only employees who never receive commissions. A partnership with Pure ensures that your best interest always comes first.

Credentialed Professionals

All advisors are required to have the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) designation, the Accredited Investment Fiduciary credential (AIF®) and a minimum of five years of financial industry experience. We have a team of CPAs and CFAs to support the planners, providing a holistic financial planning approach.

Fixation on Taxation

Tax planning is the art of arranging your affairs to minimize the impact of tax costs along the way. As tax laws are often complex and frequently change, our CPAs work alongside our financial planners to help our clients reduce their tax liability now and in the future.

Commitment to Education

Education empowers personal growth while shaping new opportunities. Pure Financial is committed to providing ongoing education through a variety of different mediums.

No Minimum Net-Worth

We strive to help everyone exceed their financial goals, regardless of their net-worth.

Pure in the News

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Inc. 5000: Nation’s Fastest-Growing Private Companies

August 2016 For the second year in a row, Inc. magazine has ranked Pure Financial Advisors, Inc. in its annual Inc. 5000 list, an exclusive ranking of the nation’s fastest-growing private companies. The list represents the most comprehensive look at the most important segment of the economy...

17
AUG
2016

Pure Ranked 3rd Fastest-Growing RIA in the Nation

Pure Financial Advisors, Inc. is honored to be ranked as the 3rd fastest-growing Registered Investment Advisor (RIA) in the nation by WealthManagement.com. The 10 U.S.-based RIAs on the list have experienced the most acceleration, growing their assets under management at record rates over the last...

06
SEP
2017

Pure Named to Financial Times Top 300 RIAs in the Nation

Pure Financial is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers for the 5th consecutive year. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300...

28
JUN
2018

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