Our Purpose is to Serve You

Our team of advisors, staff, and partners will work hard to:

1. CARE about you

2. WORK hard for you

3. STRUCTURE YOUR MONEY to deliver what you need when you need it.

Our Team

At On Purpose Financial Management, we are like you.

We have big goals in life and many of them are dependent on our money. We also know that in order to reach our goals, we have to be consistent and smart about our investments.


In The Community

We believe our community deserves to share in our success – and that giving back means giving of ourselves. We are passionate about contributing to our community and participate in many civic, charitable, and religious organizations. Here are some of the worthy groups we have participated in or supported over the years.

AV Pride

Calvin Center

Real Life Center

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning instead of simply placing trades, one that would remain uncompromisingly moderate through market highs and lows, and one that would always put clients and the advisors who serve them first. And now, after more than 50 years of integrity, independence and innovation, Bob’s different kind of firm is one of the leading independent financial services companies in the United States.


Our Services, to Address Your Priorities in Life

Elderly woman at home contacting custumer services after recieving a bill

Asset Management

Happy young married couple sit on the table, calculate expenses use easy online banking service at home.

Retirement Planning

Young African husband making notes with pencil, talking on mobile phone with utility service, begging them not to cut off gas and electricity in apartment, his wife using gadget in background

Risk Management

Senior couple making a financial deal

Legacy Planning

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