Our Story

Purpose Built is an independent financial planning firm dedicated to serving the needs of corporate professionals & those on the path of solopreneurship.

Sean Lovison
Founder, Financial Advisor
My Purpose:
My Profiles:
From Corporate Professional..

I started my career in corporate finance where I obtained my CPA license, rising to Chief Financial Officer of a $500M+ revenue corporation before deciding to turn my love for personal finance into a career in 2020.

Initially, I worked with families in all stages of their financial journey at a fast-growing RIA. However, I soon realized that my favorite clients were those who shared my corporate background and desire for financial independence. Often these clients had crossed over into entrepreneurship from Corporate America.

..To Solo Entrepreneurship

They wanted help with asset allocation and to make sure they weren’t missing anything so they could focus less on their finances and put that energy where their real passions were.

So I founded Purpose Built to help these households reach their financial goals and focus on their true passions.

Now, Here to Help.

We aim to assess if Purpose Built is the right fit for you. We'll discuss your financial goals at a high level and also answer your questions to determine if our services can address your needs.

Talk with Sean