About Us
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 that cut through the noise.
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.
Outside of the office, Eric is a father, husband, and friend who values presence over performance. He loves life’s transitions, epiphanies, and the occasional lakeside fire pit. His greatest passion? Being indispensable to the people he helps.
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.