About Pure Portfolios
We take a different approach
Out with the old, in with the new. We’ve created a modern wealth management experience.
Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.
Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.
We are professional human advisors, offering transparent and innovative fees.
Welcome to Pure Portfolios!
Our values
Lower fees than traditional financial advisors
Radical transparency. We are an open book
We answer to our clients, not Wall Street
Educating clients to make better money decisions
Evidence-based investment principles
Our team
We are professional investors and financial planners.
You won’t find salespeople here.
Toby Weber, CFA
Chief Financial Officer & Chief Compliance Officer
Erin Varghese, CFP®
Lead Financial Planner, Associate Advisor
Client experiences
This isn't a hobby. We obsess about client outcomes.
Lisa Lisalinnenkohl28/01/2023I was referred to Pure Portfolios by a good friend. Boy was she right! What a find! Toby and Erin have been such a pleasure to work with. Onboarding was effortless. They took their time getting to know me and my financial situation. They came back with concrete yet personalized recommendations that fit me. They listened! I have a whole new way of looking at my finances and investments! I feel like they have my back. Oh and their Sunday podcasts and newsletters are interesting and full of very useful information! So excited to be working with Toby and Erin!
Arlene Gallagher19/12/2022Toby is my financial adviser and he is doing a great job. Julie is the best always helpful and knowledgeable. I would recommend Pure Portfolios for all your financial investments, thank you so much for always helping me and doing what is best for my accounts. Merry Christmas!
Ryan Harris17/08/2022I look forward to reading the Pure blog every Sunday, it is always insightful, has great market information and investment advice. The content is always relevant to the current market conditions and I learn something new from the blog each week. If you haven't subscribed to Pure Portfolio's blog yet, you are missing out, it is a must read.
Eric Stauffer21/04/2022The Pure blog is one of the only sites I read every week. The analysis is data-driven, which helps to remove the emotions out of the constant chaos you see on TV. Highly recommended for anyone that wants to tune out the noise and get real info. If you like drama, watch CNBC.
Lisa Gollihar12/04/2022We just had a video meeting with Nik and Erin at Pure Portfolios. They truly have a heart to help people be successful in saving for their retirement years. Their office is always responsive in a timely way, and are always glad to discuss any individual concerns. Other advisors only meet once every 1-2 years but Nik is in contact with us on a quarterly basis and also in between times. He posts helpful commentary in a blog every week, and has started having podcasts to go over topics of interest to investors. They are transparent about fees and help clients assess their risk tolerance and financial goals when setting up accounts. There are no secrets and no hidden surprises. They value each client and it shows. I highly recommend giving them a call.
Nathan Holstein06/08/2020Great honest team! Nik does an amazing job to understand our financial goals before laying out an investment roadmap. If you are looking for someone to help manage your money and set you up for the future, I recommend getting in contact with Nik!
Sheryl Westfall Dawson04/10/2019I've known both Nik and David for a long time. Both are experienced professionals who will keep your best interests in mind.
Patrick James13/09/2019I am a retired Family Medicine physician and my wife is an RN. Today we had a meeting to review our 'financials' with Nik and David. If you really think you know and understand this very complex world of IRAs', 401Ks, 403Bs, ETFs, mutual funds, asset allocation, etc etc_think again! If you truly want to access a team of super professionals, A+++, friendly, forthright, uber smart,(Nik writes a financial blog)_down to earth, helpful, hopeful, and genuinely caring individuals with super good fees_ do yourself a Favor and call Nik or David and get the ball rolling. You will be very glad you did. I recommend PP as the TOP in the financial advisors' world- PJ
victoria leary18/06/2019I find that Nik and David explain things so I can understand, which I really appreciate. I’m a little phobic about financial matters, yet I really enjoy talking with them. I’m so glad my friends recommended them to me!
Adam Erickson10/06/2019My wife and I have been working with Pure Portfolios since late 2016 and its been one of the best financial decisions we've made. Nik and his team are incredibly accommodating, make time for any and all questions we have not just in the beginning, but regularly for checkins and anything else we need. Pure set out to disrupt the industry and my experience is they are doing just that in a positive way!
Take the next steps
We will help you find the right financial advisor; even if
it’s not us.
Most of our clients come from other advisors for a reason.
If you have concerns about your current advisor or need a second
opinion, let’s chat and see if Pure Portfolios is a good fit.
Sunday coffee reads
Unfiltered commentary. Simple language.
Actionable steps.
From the latest market trends to planning tips, our weekly newsletter includes podcasts, writings, and educational videos that provide a clear-cut, unbiased outlook to help you make better money decisions.
