Your Financial Planning and Investment Management Team
With over forty years of investment and financial planning experience, Purposeful Wealth is committed to providing you with personal, professional, and valuable financial planning and investment management services. We understand financial planning is more than building a bank account. It’s about your lifestyle and your future. It’s about planning with confidence and responsible stewardship for you and your family.
Eric Freckman
Eric M. Freckman, CFP®, CKA® is a Financial Advisor and Partner of Purposeful Wealth. He has over 25 years of experience in the financial planning industry and holds a bachelor’s degree in business from Taylor University in Upland, Indiana.
Michael McKevitt
Michael T. McKevitt, CFP®, CKA®, RICP® is a Financial Advisor and Partner of Purposeful Wealth. He has over 17 years of experience in the financial planning industry and holds a bachelor’s degree in business from Taylor University in Upland, Indiana.