JOHN V. PURRINGTON

John Purrington, CFP® is a partner and our CEO. John spends the majority of his time working with clients to help them achieve their goals and reduce their financial stress.

John is passionate about making a difference in the lives of our clients through proactive financial planning. As the father of three young adults, John has a particular interest in helping clients prepare for inter-generational wealth transfers and in helping prepare the next generation to be good stewards of that wealth.

John’s career started in 1990 at Performance Technologies, a three-person startup that was purchased by Charles Schwab and grew into an industry leader delivering portfolio management and accounting solutions to more than 3,000 independent financial advisors. John held many roles at Schwab Performance Technologies including overseeing the customer support group, managing the quality assurance team, and consulting for some of the most respected advisory firms in the country. The experience of growing with a tech startup gives John unique insights into planning challenges of business owners.

A Raleigh native, John is a graduate of Woodberry Forest School. He received his undergraduate degree in Economics from Bucknell University. John received an Executive Certificate in Certified Financial Planning from Duke University’s Continuing Studies program and is a CERTIFIED FINANCIAL PLANNER™ professional.

John is very involved in the community. For six years, he served on the board of Saint Saviour’s Center, a community outreach ministry which includes Wake County’s first and largest diaper bank, The Diaper Train. John serves on the Vestry and the investment committee at Christ Episcopal Church.  

Connect with John on LinkedIn.