Donald Purtill (CPA/PFS, MBA)

Donald Purtill focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Wealth management & financial advisory services for individuals and families: Investment management, portfolio allocation, retirement plans, financial plans, tax preparation and planning, and helpful advice.

Additional Information

MBA, Wharton School, University of Pennsylvania, Certified Public Accountant/Personal Financial Specialist, Registered Investment Adviser, Ohio and Florida, CGMA

NAPFA Start Date

May 30, 2007


This Office

22 Alpha Park Highland Heights, OH 44143-2208 Phone: (440) 484-5340 Fax: (440) 484-5398

Other Offices

6662 Estero Blvd Apt 211B Fort Myers Beach, FL 33931-4526 Phone: (239) 236-5552 Fax: (440) 449-2296