Who We Are

Donald L. Purtill, President and CEO

Don has an MBA from the Wharton School, University of Pennsylvania and a bachelor's degree in accounting. He founded Purtill Financial in 2000 and has been providing fee only financial planning, investment advisory and income tax services for individuals and families since then. Prior to that, he was an executive with a Fortune 200 company, a college professor and dean, and an accountant for a Big 4 public accounting firm. Don is a Certified Public Accountant who holds the Personal Finance Specialist (PFS) designation from the American Institute of CPAs. About 5,000 CPAs have earned this designation nationally. He is a Registered Investment Adviser in Ohio and Florida. He is one of about 2,400 members of NAPFA, the National Association of Personal Financial Advisors, the nation's only organization of fee-only financial planners. He holds the FINRA Series 65 Investment Advisor License.

Thomas P. Geraci, Investment Adviser

Tom is a Registered Investment Adviser for Purtill Financial.  He holds a bachelor’s degree in finance from Cleveland State University and has twelve years of experience in the financial services industry. Tom joined the firm in 2006. Tom manages the day to day investment and reporting process at Purtill Financial LLC and provides assistance to clients in preparing financial plans and implementing investment strategies. Tom holds the FINRA Series 65 Investment Adviser License and has completed coursework through Boston University to be a current candidate for the CFP or Certified Financial Planner credential.

Michael Purtill, Investment Adviser

Michael, a Registered Investment Adviser, has a bachelor’s degree from Boston University and eight years of experience in the financial services industry.  Mike is responsible for client communications and helps prepare client financial and investment plans. Mike joined the firm in 2008. He holds the FINRA Series 65 Investment Adviser License and is registered in the State of Ohio as an Investment Adviser Representative. Mike is currently pursuing the CFP or Certified Financial Planner designation through course work at the College for Financial Planning.
Our main office is located at:

38 Alpha Park
Highland Heights, OH 44143




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Our Southwest Florida location is:

6662 Estero Blvd., Unit 211-B
Fort Myers Beach, FL 33931


Our North Central Ohio location is:

13101 West Lake Road, Unit 1
Vermilion, OH 44089