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.

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with h...
10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“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...

Attention Estate Executors: Do you know about the Alternate Valuation Date?
10/26/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where ...
10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

10/21/2026

What should you look for in a personal finance app?

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.

Address

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

Telephone

+13148844000

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