Sean Lovison
CFP® · CPA · Founder of Purpose Built Financial Services

Financial planning with purpose for corporate professionals

Sean Lovison connects tax strategy, investments, retirement, estate, and equity compensation into one cohesive plan — so every decision supports the life you are building.

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As featured in PR Underground Dollar Thinking Markets Herald EIN Presswire
Sean Lovison, CFP® and CPA, founder of Purpose Built Financial Services in the Philadelphia area
Financial advice with a purpose

One advisor. One integrated plan.

I’m a Certified Financial Planner™ and Certified Public Accountant who helps clients across the US navigate financial complexity with practical strategies designed for long-term success. Holding both credentials means investment management, retirement planning, tax efficiency, and equity compensation are connected in one cohesive plan instead of handled in separate rooms.

I founded Purpose Built Financial Services with a client-first philosophy that emphasizes individualized advice — this site is my personal profile, and it is built to feel like an extension of the firm.

More about Sean ↗

Services

How I help

Tax Strategy and Planning

Tax work handled by the same person doing the planning. Being both a CPA and a CFP® professional means tax consequences are considered when a decision is made rather than discovered the following April.

Investment Management

Portfolios built to support a plan rather than to chase a benchmark, and reviewed as circumstances change.

Financial Planning

Integrated planning that starts with the life you are trying to build, not with a product. Cash flow, goals, risk, and timing are looked at together so that one decision does not quietly undermine another.

Retirement & Equity Compensation

Retirement funding decisions and equity compensation — RSUs, options, concentrated positions — planned alongside tax strategy, because for most executives those two questions are the same question.

Estate Planning

Estate considerations built into the same plan — beneficiary designations, account titling, and coordination with your estate attorney so documents, taxes, and investments all tell the same story.

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Getting started

What working together looks like

01

Intro call

A short conversation about your situation and whether we are the right fit.

02

Discovery

A full picture — cash flow, taxes, investments, equity, and goals.

03

Plan design

An integrated plan where the tax, investment, and retirement pieces agree.

04

Implementation

Putting decisions into motion, step by step and in the right order.

05

Ongoing care

Reviews as life changes, so the plan keeps up with you.

The book

The Equity Compensation Handbook

Sean is the author of The Equity Compensation Handbook: Achieving Financial Independence Through Smart Planning — a practical guide to understanding RSUs, stock options, and the planning decisions that come with them.

About the book

The Equity Compensation Handbook
Achieving Financial Independence Through Smart Planning
Sean Lovison, CFP® CPA
Coverage

Media and News

PR Underground

Financial Advisor Sean Lovison Featured on CNBC Discussing Child Care Tax Breaks

Coverage of a CNBC article in which Sean discussed child-care tax benefits and how families can navigate changing tax policy, with tax planning treated as part of a broader financial strategy.

Read the article ↗Dollar Thinking

Sean Lovison Explains How to Evaluate Whether Entrepreneurship Fits Your Financial Independence Goals

How prospective founders can weigh a business against their own independence timeline — income disruption, tax planning, and why business equity alone is not a complete plan.

Read the article ↗

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Let’s talk

Get a financial plan built around the life you want.

Schedule a Call