Our Mission

We commit to helping our clients worry less by providing solutions, empathy, and truth. We firmly believe that those who pursue growth through financial planning can live the life they are designed to live and have a lasting impact while creating a multi-generational legacy.

Our Values

  • Transparent recommendations you can trust (We would give the same advice to our mom.)
  • An enjoyable planning experience without pressure (Yes, financial planning can be fun!)
  • Meaningful relationships for the long haul (We are not into just dating.)
  • Custom financial plans that provide peace of mind (Think of us as the GPS for your goals, unlike your last family road trip where Dad refused to ask for directions.)

Our Approach

We take a comprehensive approach carefully tailored to individual and family needs. None of us can predict the future, but together we will create a worry-free plan that will meet your most important financial goals and maximize the opportunity for growth.

Our Office: Diverse By Design

The Northwestern Mutual Cincinnati office has an intentional foundation of diverse advisors ready to address the needs of underserved populations within the community. We pride ourselves on the ability to truly implement change within the industry by giving a voice to those who have been historically underrepresented.

The Purcell Financial Northwestern Mutual Leadership Team

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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