Purk Advisors, LLC

We are committed to our clients, their families and their futures. In order to comprehensively advise our valued clients, and because of the relationship with our CPA firm, we approach our client relationships in a way that focuses as much on tax planning as it does on investment or risk management strategies. This tax-centric approach allows our firm to holistically advise clients in a way that exceeds most traditional financial services providers. Our beliefs Our beliefs create the foundation for the relationships we build and the client experience we provide. Our Team Our firm is integrated with the professionals at our CPA firm, Purk & Associates. Our dynamic wealth management team includes CPAs, Personal Financial Specialist, Certified Financial Planner™ professionals and attorneys dedicated to delivering comprehensive services and solutions designed just for you. Our Process Our extensive process is designed so that each client receives a customized and consistent service experience. OUR SERVICES At Purk & Associates, we have completely integrated wealth management into our CPA firm, resulting in a shared expertise, greater service and a unique client experience. Our “one firm” approach provides an extraordinary combination of skills that ensures all aspects of your current wealth management plan are working together in the most tax-optimized manner possible. While your current broker most likely only has knowledge of your investment portfolio, we have an in-depth knowledge of your entire financial situation. - Wealth management - CPE services

Address: 1034 South Brentwood Boulevard, Suite 2000, St. Louis, MO 63117, USA

Phone: +1 314 884 4000
FAX: +1 314 884 4060