Purposeful Strategic Partners

Purposeful Strategic Partners is dedicated to helping clients optimize and direct their financial resources toward the life they want to build. Founded by a Tenured Professor of Business with 20 years of financial services experience, Purposeful SP grounds advice in academic research and fiduciary best-practices. Being fee-only and independent, the only agenda we push is yours.

Purposeful SP History

Purposeful Strategic Partners grew out of a professor's desire to continue helping students from his Personal Finance courses. In 2016, Joshua Escalante Troesh created a website to allow alumni to ask questions about their 401(k), investments, and other aspects of finances. The original website, Purposeful Finance, still exists today as a 501(c)(3) nonprofit dedicated to providing free and low-cost financial planning resources.

Wanting to take a more active role in helping people, Joshua saw a comprehensive financial planning practice as a way to change people's lives over the long-term. In 2018, Joshua established Purposeful Strategic Partners as a fiduciary and fee-only Registered Investment Advisor firm.

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Advisors at this Office

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This Office

PO Box 9528 Alta Loma, CA 91701-8472 Phone: (213) 267-7840

Primary Office

PO Box 9528 Alta Loma, CA 91701-8472 Phone: (213) 267-7840