Chris Musick
Advisor at Purpose Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Purpose Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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!
AUM: 0.6%
Flat: $6,000+
Monthly: $500+/m
Investment management is INCLUDED as part of the flat fee for the first $500k. Then 0.60% on assets above that amount. No minimums.
PurposeFP, LLC
2024 - Present (2 years)
OSAIC Wealth Inc
2023 - 2023 (1 year)
FSC Securities
2017 - 2023 (6 years)
FSC Securities
2016 - 2023 (7 years)
Tasu Asian Bistro
2011 - 2017 (6 years)
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.