Careful advice, clearly given.
Toft Wealth is a fee-only, fiduciary financial planning and wealth management firm, founded on the belief that advice should be careful enough for complex decisions and clear enough to act on.
A place for the whole financial life.
The name reflects a belief that financial planning should give the important parts of life a place: gathered, tended, and put in order.
What the work is built on.
Simplicity
Organize complexity, explain it plainly, and focus attention on the choices that matter most.
Sincerity
Listen carefully, communicate candidly, and treat trust as the foundation of the relationship.
Practicality
Translate analysis into useful recommendations, clear next steps, and consistent follow-through.
Clark Purdy, CFP®
I founded Toft Wealth in 2026 to offer advice that is technically careful and personal at the same time. I studied finance at Illinois State University and have spent the years since in client service, investment work, and comprehensive financial planning, earning the CFP® certification in 2024. That path gave me a close view of the details that make an advisory relationship work.
Outside of work, I enjoy working out, golfing, spending time with friends and family, and being an active part of my church community.
Designations
Associations
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A free 30-minute conversation with a fee-only, independent fiduciary. By phone or video; bring only your questions.