Our expertise extends to all aspects of your financial life

R. Allen Purkiss, CFP®, founded Purkiss Capital Advisors (PCA) more than 20 years ago following a successful Wall Street career.  After starting as a sole practitioner, Purkiss has gradually grown the practice to include additional Certified Financial Planner™ practitioners, deep expertise in equity and fixed income investing, dedicated financial planning resources and client servicing.  Today, more than 250 households in 26 states are clients of PCA and receive personalized, solution-driven financial management.

Our clients are generally planning for or enjoying retirement.  Whether you are starting from scratch, or looking for a better way to manage your financial assets, PCA can step in and help you manage the different aspects of your financial life right away. Our advice is objective and unbiased.  We take pride in our personal connections with clients and are always available for consultation. 

Financial planning is part of every relationship. In addition to investment advice, our expertise also includes the broader scope of taxes, insurance, retirement planning, estate planning, and more. We can coordinate accounts and details with your current advisors: accountants, attorneys, insurance brokers, and banks. This ensures that all efforts on your behalf are streamlined to keep you moving in the right direction.  

For more information on Purkiss Capital Advisors or to speak with Allen Purkiss,
call (203) 431-5862 or e-mail inquiries to info@pcapadvisors.com.