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Jerry Purvis Jr.

Advisor at MariPau Wealth Management LLC

Updated today
MariPau Wealth Management LLC logo

Firm

MariPau Wealth Management LLC

Location

Peachtree City, GA 30269

Credentials

Series 65

Industry experience

1 year

About

Jerry Purvis is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and one year of industry experience. He also works with Melton and Company and has a long-term career at GEICO Insurance Company as an Injury Claims Examiner. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to support its investment strategies.

Client services

Based on MariPau Wealth Management LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on MariPau Wealth Management LLC

Annuities

Fee options

Other

Fee-only: Fixed fees for financial planning and consulting services ranging from $1,500-$3,500

Location

403 Westpark Ct., Suite 210

Peachtree City, GA 30269

Most active in

Georgia

Work history

MariPau Wealth Management

2024 - Present (2 years)

Melton and Company

2022 - Present (4 years)

GEICO Insurance Company

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Business exit / sale strategy Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Bryan B

CFP®, Series 63

Newnan, GA

Wealth Partners, Inc.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General tax planning Retired Founder/Business Owner Mid-Career Professionals
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Daniel J

Series 63, Series 66

Newnan, GA

FamilyRoot Wealth Advisors, LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement income strategy
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Timothy S

CFP®, Series 66

Senoia, GA

Two Twelve Planning, Inc.

Wealth management Passive / index investing Active portfolio management

Andrew L

CFP®, EA

Peachtree City, GA

Vetworth

We recognize how important financial education is to the veterinary community. Becoming more financially secure not only improves the lives and well-being of you and your family, but also can help improve the lives and well-being of your patients and clients. At VetWorth, we offer fiduciary, fee-only financial planning specifically to veterinarians. From tax planning strategies for relief veterinarians to analyzing disability options for specialty vets to retirement planning scenarios for practice owners, our goal is to positively impact the lives of our clients through collaborative financial planning, including student loan guidance. I made the decision to serve veterinarians after reading a Merck study showing more than half of veterinarians would not recommend the profession to their peers, with low incomes and high student debt being the overwhelming reasons. By working with vets to improve their financial situation, I hope to help reverse this negative perception many vets feel. I am a CERTIFIED FINANCIAL PLANNER™, CERTIFIED Student Loan Professional™, and Enrolled Agent with the IRS. I serve clients virtually across the country and locally south of Atlanta. If you’re interested in having a conversation about how a financial planning relationship may benefit you, please feel free to reach out!

General tax planning College savings (529s, UTMA, etc.) Veterinarian Independent Contractor Women Professionals
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