Kiplinger Wealth Advisors: Financial Advisors in Dayton, Cincinnati, Cleveland

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A strong, well-managed portfolio is an essential part of any long-term financial plan. But it’s just one of many parts that, if overlooked, can have a huge impact on an individual’s or family’s financial future.

Kiplinger Wealth Advisors President and Founder Brad Kiplinger and Vice President Paul Purcell have long recognized the importance of comprehensive financial planning. Kiplinger, who founded the firm in 1998, is a veteran investment manager and financial planner; Purcell has over 28 years of experience in the areas of wealth management, executive benefits, and estate planning, among others. Kiplinger and Purcell joined forces because they understood the unique value of having all these specialties under one roof.

“There are many fee-based fiduciaries who manage investments,” Kiplinger says. “It’s harder to find those with deep expertise in all aspects of a sound financial plan. As advisors who help clients map their financial future, our focus extends far beyond investment accounts.”
If you need advice with your investments and retirement planning, contact Brad today at 937-886-1442 or in the Cleveland area at 440-238-6776 or visit Kiplinger Wealth Advisors online at http://www.KiplingerWealth.com.

Kiplinger Wealth Advisors
Dayton/Cincinnati
325 N. Main St., Suite 202
Springboro, OH 45066
(937) 886-1442

Cleveland
15300 Pearl Rd., Suite 112
Strongville, OH 44136
(440) 238-6776

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