Purk Advisors

Purk Advisors We have completely integrated wealth management into our CPA firm, resulting in a shared expertise, greater service and a unique client experience.

We integrate tax planning into everything we do because it's not what you make, it's what you keep. 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.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
01/20/2025

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

The SECURE Act 2.0 created a provision to allow people to rollover unused funds from a 529 college savings account to a ...
01/17/2025

The SECURE Act 2.0 created a provision to allow people to rollover unused funds from a 529 college savings account to a Roth IRA. Here's what you need to know.

The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

Here are 5 facts about Social Security you absolutely need to know.
01/15/2025

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Join Gene Goldman, CFA, on this week’s episode of as he explains why markets are worried about the Fed pause narrative...
01/13/2025

Join Gene Goldman, CFA, on this week’s episode of as he explains why markets are worried about the Fed pause narrative and why this week’s inflation reports are so important to market direction.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Your may impact what you pay for auto and home .
01/13/2025

Your may impact what you pay for auto and home .

Your credit score may influence how much you pay for auto and home insurance.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
01/10/2025

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights break...
01/08/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones Industrial Average edged up only 0.51 percent.1

What does it actually cost to raise a child? You might be surprised.
01/08/2025

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

The holidays are over, and this week will be a busy one for economic data. Join Gene Goldman, CFA, on this week’s episod...
01/06/2025

The holidays are over, and this week will be a busy one for economic data. Join Gene Goldman, CFA, on this week’s episode of as he explains why he’ll be primarily focused on Wednesday’s meeting minutes.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
01/06/2025

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Address

1034 S. Brentwood Boulevard Suite 2000
St. Louis, MO
60173

Telephone

+13148844000

Website

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