Skip to main content

  • Home
  • About 
    • Our Belief
    • Our Team
    • Our Process
  • Services 
    • Wealth Management
    • CPA Services
  • Resources 
    • Account Access
    • Risk Assesment
    • Videos
    • News & Updates
    • Retirement Calculator
    • Financial Calculators
    • Useful Links
  • Contact

    You are here

  1. Home
  2. About
  3. Our Belief

Our Belief

While our in-depth solutions and experience may encapsulate what we do, our beliefs serve as the foundation for creating enduring relationships with friends of the firm and create a platform for our firm to fundamentally change the client experience.

  • Our firm has established a culture of achievement, and our goal is to spend our time building relationships with optimistic people who want to achieve more in life.
  • We value attitudes over assets. Our clients must be positive and demonstrate faith in the future for our collaborative process to be most effective.
  • We believe listening is one of the lost arts of our industry and that active listening can unlock the power to connect clients with the essential solutions to their financial concerns.
  • We believe we can mitigate the stress of financial uncertainty through education and financial literacy.
  • We believe our value is rooted in our integrated relationship with our CPA firm, Purk & Associates, PC. If tax planning is not at the core of a financial plan, the plan may lack value and fail to deliver optimal benefits to you. After all, it’s not what you make— it’s what you keep.

 

About

  • Our Belief
  • Our Team
  • Our Process

Contact Us

Please don’t hesitate to get in touch with us. We’d love the opportunity to make another friend of the firm.

Purk Advisors, LLC
1034 South Brentwood Boulevard, Suite 2000, St. Louis, Missouri 63117

Phone: (314) 884-4000
Fax: (314) 884-4065

Email:
customerservice@purkpc.com

Get DirectionsUpload Files Securely

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through Avantax Investment Services ℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services ℠.   We have advisors licensed to offer securities in the states of Illinois, Missouri, California, Wisconsin, North Carolina, South Carolina, Minnesota, Texas, Utah, Florida, and Kentucky.  This is not an offer to sell securities in any other state or jurisdiction.

© 2019 Purk Advisors, LLC | Wealth Management Serices . All rights reserved.

Website Design For Financial Services Professionals