ABOUT ERIC

Founder of Purple Wealth | Values-Based Financial Advisor | Advocate for Living Well

“Most people don’t want a financial plan. They want to feel good about money. That’s where we begin.”

Eric Lee has been a professional financial advisor for 30 years, but his reputation isn’t built on tenure. It’s built on trust. Clients consistently say the same things: Eric listens deeply, gives thoughtful insights, and brings a level of calm they didn’t expect from a financial conversation.

His mission is simple: to help people live better lives by aligning money with meaning.

That starts with honesty, empathy, and smart, meaningful conversations.

Eric founded Purple Wealth because he saw how disconnected financial advice had become from real life. Too often, the focus was on products and projections when what people really needed was clarity, emotional grounding, and practical guidance.

He believes wealth isn't just about ROI. It’s about ROL, Return on Life. And the way you get there is through genuine planning, values-first conversations, and a clear system to make progress visible.

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Why Our Clients Stay:

They know we’ll always tell the truth
They feel safer making big decisions
They finally feel organized and understood
They sense that we are truly in their corner

Our Approach Includes:

A values “what matters” discovery process using the Better Conversation Excercise.
Tools to simplify complexity and organize financial life.
A focus on what really matters, not just what markets are doing.
Regular progress reviews based on how life feels, not just how accounts perform.

We believe:

"Life and money are intertwined. As your life evolves, your finances should support, not restrict, your next chapter."

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