Meet with a CFP Financial Advisor

Schedule a no-cost, no obligation video-conference to explore your goals, answer any questions you have, and discuss how financial planning can help. Take the first step toward achieving your financial goals.

Purposeful SP Featured In

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And More

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FIDUCIARY Advice

Purposeful SP financial advice is provided the way it should be, with the adviser owing a legal duty of loyalty to you, the client. As a fiduciary advisor they are required by law to place interests of the client first and to fully disclose any potential conflicts of interest. Being fee-only means fewer conflicts of interest because they doesn’t accept hidden or back-door compensation.

  • No commissions

  • No product sales

  • No referral fees

  • No kickbacks of any kind

Your Financial Advisor

Joshua Escalante Troesh is a Certified Financial Planner (CFP) with 20 year of financial services experience.

  • Tenured Professor of Business & Entrepreneurship

  • Ranked #1 Advisor Nationally on Investopedia Advisor Insights*

  • Quoted in Forbes, CNBC, Consumer Reports, U.S. News & World Report, and other media.

* Purposeful Finance offer financial planning services to the public through a partnership with Purposeful Strategic Partners. Advisor Insights ranking based on audience voting on the helpfulness of financial answers to audience questions.