Kiplinger Wealth Advisors

Thomas Phillips is a financial advisor at Kiplinger Wealth Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at LPL Financial, LLC, and First Allied Advisory Services. Outside of advising, he works as a ride-share driver in Springboro, OH. Kiplinger Wealth Advisors serves individuals, including high-net-worth clients, and pension and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and constructs customized portfolios using strategic and tactical asset allocation approaches.

Michael Purcell is a financial advisor with Kiplinger Wealth Advisors in Springboro, OH. He holds a Series 65 designation and has one year of industry experience. Prior to joining Kiplinger Wealth Advisors, he was self-employed and has held positions at Maryland University, Duke University, Elon University, and Centerville High School. Kiplinger Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and offers customized portfolios using strategic and tactical asset allocation, along with participant education and enrollment services.

Brad Kiplinger is a financial advisor at Kiplinger Wealth Advisors with 32 years of industry experience. He holds a Series 63 designation and has worked at Kiplinger Investment Advisors LLC since 1998, as well as Securities America Inc. and Private Client Services. Kiplinger Wealth Advisors serves individuals, including high-net-worth clients, and pension and retirement plan sponsors. The firm provides financial planning, investment management, and retirement plan consulting, managing approximately $212.8 million in discretionary assets for several hundred client accounts.

Paul Purcell is a financial advisor with Kiplinger Wealth Advisors in Springboro, Ohio, holding a Series 63 designation and 25 years of industry experience. He has worked with Senior Financial Group since 2000 and has held roles at Private Client Services and Securities America, Inc. Outside of his advisory work, he serves as president and owner of Senior Financial Insurance Agency, focusing on insurance and tax planning. Kiplinger Wealth Advisors serves individuals, high-net-worth clients, and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and offers customized portfolios using strategic and tactical asset allocation, along with a range of retirement plan services.

Douglas Koogler is a financial advisor with Kiplinger Wealth Advisors in Springboro, OH, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at firms including Securities America, Wealth Management Group Inc., and LPL Financial before joining Kiplinger Investment Advisors LLC in 2017. In addition to his advisory role, he is an independent contractor involved in insurance and annuity sales and service. Kiplinger Wealth Advisors serves individuals, high-net-worth clients, and pension and retirement plan sponsors, offering financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and constructs customized portfolios using strategic and tactical asset-allocation approaches.