Updated:
Purposeful Strategic Partners
Purposeful Strategic Partners launched in 2018 when Joshua Escalante Troesh, a tenured business professor and CFP, structured a registered investment adviser...
Purposeful Strategic Partners
Purposeful Strategic Partners launched in 2018 when Joshua Escalante Troesh, a tenured business professor and CFP, structured a registered investment adviser around a fiduciary, fee-only model. The firm delivers financial planning that integrates tax implications, cash flow analysis, risk management, and estate planning — positioning advice as a profession rather than a sales industry. Troesh's parallel academic career, teaching entrepreneurship at El Camino College in Los Angeles, anchors the firm's educational posture. Client assets are held in custody at Betterment and TD Ameritrade, reflecting a digital-first, commission-free infrastructure. The firm targets four client cohorts: individuals and families; business owners seeking integrated business and personal financial advice; employees via turn-key 401(k) and retirement plan offerings; and entrepreneurs transitioning from early career to asset accumulation. The website stages service delivery across six life phases — from career beginnings through retirement and legacy planning. No venture, private equity, or direct deal activity is disclosed. The practice is centered on values-based, goals-oriented financial planning processes. Troesh serves clients nationally from a single office in Rancho Cucamonga, California, where the website indicates he lives with his family. The firm's footprint is domestic, with no additional offices listed. Troesh also founded Purposeful Finance, a non-profit organization that delivers financial literacy education, seminars, and planning resources — a separate but thematically aligned vehicle that extends the brand's educational mission. The structural differentiator is an academic-operating model: the founder's concurrent tenure as a business professor creates a pipeline of pedagogical content and a public reputation — Investopedia's Advisor Insights platform ranks Troesh as its national #1 advisor based on audience votes. This hybrid of RIA and educational entity does not compete on institutional scale or direct investment sourcing; it competes on trust built through teaching and media visibility, including citations in Forbes and CNBC.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Rancho Cucamonga
Corporate office
Rancho Cucamonga, CA, United States
Principals
Joshua Escalante Troesh
Founder
Frequently asked questions
Who runs investment decisions at Purposeful Strategic Partners?
Joshua Escalante Troesh, the founder, serves as the firm's lead adviser and decision-maker. He holds a CFP designation and has 20 years of financial services experience, including prior roles as Director of Marketing for a tech-investment research firm and Vice President at a federal credit union. His academic position as a tenured business professor at El Camino College also informs the firm's planning methodology.
Is Purposeful Strategic Partners structured as a family office or a traditional wealth manager?
It operates as a registered investment adviser (RIA) and fee-only wealth manager, not a family office. The firm serves multiple external client types — individuals, high-net-worth individuals, business owners, and retirees — rather than managing capital for a single family. Its fiduciary structure explicitly prohibits commission-based product sales.
Where are client assets held?
Client assets are custodied at Betterment and TD Ameritrade, according to the firm's website. This custody arrangement separates advisory services from asset custody, a structural safeguard typical of fee-only RIAs. The firm describes this as part of its commission-free, fiduciary commitment.
Does the firm participate in private market deals or direct investments?
No. Purposeful Strategic Partners focuses exclusively on comprehensive financial planning and traditional portfolio management. Its website makes no mention of venture capital, private equity, direct co-investments, or real asset transactions. The practice is built around goals-based financial advice, tax planning, and retirement strategies.
How is Purposeful Strategic Partners related to Purposeful Finance?
Purposeful Finance is a non-profit organization separately founded by Joshua Escalante Troesh. It provides financial literacy education, free planning resources, and seminars, distinct from the advisory services of Purposeful Strategic Partners. The two entities share a founder and thematic emphasis on educational outreach but operate with different legal structures and missions.
What geographic reach does the firm have?
Purposeful Strategic Partners is headquartered in Rancho Cucamonga, California, and serves clients across the United States. No satellite offices are listed, and the practice conducts national business from a single location, leveraging digital tools and remote advisory capabilities. The website does not mention any international operations or non-US clients.
What is the firm's stance on fiduciary duty?
The firm defines itself as a fiduciary, fee-only RIA legally obligated to place client interests first in all planning aspects. Its website explicitly states that it does not accept commissions, kickbacks, or third-party compensation, and this commitment is cited as a structural choice to avoid the conflicts of interest inherent in product-sales models. The founder frames this as a professional, not industrial, standard.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: