Tyler Purcell
Cincinnati, OH
Verified Identity
Wealth Advisor at
Balance Wealth
Years of Experience
12 years
Member Since
2022
Allow Me to Introduce Myself
Virtual fee-only financial planner for millennial business owners and equity compensated millennials.
I’m big on family. I grew up with 4 siblings and now have 2 children of my own. Financial planning for families presents many unique situations. I enjoy being a valuable resource for families as th...
Clientele
Business Owners
Startup Employees
Tech Employees
Entrepreneurs
New Investors
Services Provided
Financial Planning
Investment Management
Tax Planning
Estate Planning Strategies
Specialties and Expertise
Business Ownership Strategies
Tax Minimization Inv...
Cash Flow Analysis
Portfolio Construction
Debt Management
High Net Worth Planning
Credentials and Designations
Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative Exam
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
AUMFlat FeeOne-Time Financial Plan
Education
Ohio Dominican University
Master of Business Administration (MBA), Finance
Obtained in 2012
Ohio Dominican University
Bachelor of Science (BS), Finance
Obtained in 2011
Advisor Links
Disclosures and Proof of License
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Profile Last Updated: June 24, 2025