Purk Advisors

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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.

Read the latest issue of Financial Watch here:
10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate ...
10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“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...

10/19/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

Consider a bucket plan to go with your bucket list.
10/16/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Do you know how long it may take for your investments to double in value?
10/14/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Read the latest issue of Retire Wise here:
10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expecte...
10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“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...

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
10/12/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

10/09/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Address

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

Telephone

+13148844000

Website

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