Purpose Wealth Partners

A fresh name & a new address — Same trusted partnership.

Your Purpose. Your Wealth.
Our Partnership.

After 25 years of independent, fiduciary financial advice, we’re proud to introduce Purpose Wealth Partners — a new name that reflects our mission to align your wealth with your purpose.

This marks the formal unification of two long-standing practices led by Ken Beber and Franklin Lara, who have worked together for nearly two decades. Our commitment to clarity, care, and client-first guidance remains stronger than ever.

What’s Changing?

Our New Name
We are now Purpose Wealth Partners — a name that reflects the values, vision, and relationships that have guided us for decades.

Two Experienced Advisors, One Shared Vision Purpose
Wealth Partners brings together two fiduciary advisory practices led by Ken Beber and Franklin Lara, who have worked side by side for nearly 20 years. This new firm reflects our shared commitment to serving clients with clarity, care, and collaboration.

New California Office Location
We’ve moved our California office to:
13925 City Center Dr. Ste. 200
Chino Hills, CA 91709

No Changes to Your Accounts or Services
Your investment accounts, custodians, and advisory services remain unchanged. No action is required on your part.

Why the Change?

The new name and structure allow us to formally align two long-standing advisory practices under a unified mission.

It’s a natural evolution of the partnership and trust we’ve built over the past two decades — now with a name that truly represents it: Your Purpose, Your Wealth, Our Partnership.

What You Can Expect Going Forward

Expect the same advisor, same team, and same philosophy you’ve trusted for years — now strengthened by a deeper, values-based partnership.

We remain committed to providing independent, client-first financial guidance tailored to your goals, with clear communication, thoughtful strategies, and long-term planning built around what matters most to you.

We’re grateful for your continued trust and look forward to this exciting next chapter together.

Build Your Future

Connect with Purpose Wealth Partners to create a financial plan that evolves with your life.

Whether you’re planning for retirement, navigating a life change, or looking for a more intentional investment strategy, we’re here to guide you—every step of the way.

Ready to take the next step? Fill out the form below and a dedicated advisor will reach out to start the conversation.