Michael McKevitt, Financial Advisor | Partner
Mike began working with Eric in June 2008 - just in time for the "Great Recession"! Although it was a challenging time to join the profession, the lessons learned have shaped how he seeks to help clients. Mike became a partner in 2017, and he now leads Purposeful Wealth's portfolio management and financial planning strategies.
In managing the portfolios, Mike oversees the design, trading, and rebalancing processes with an emphasis on maintaining alignment between each client’s investment allocation and their broader financial plan. His disciplined approach is rooted in a belief in market efficiency, diversification, and long-term participation as key drivers of success.
In addition to his investment responsibilities, Mike leads the firm’s financial planning efforts. He stays current on the latest research and planning strategies to ensure clients receive advice that reflects both technical precision and real-world practicality. Mike also works closely with the team to make sure every client meeting is thoroughly prepared and seamlessly implemented.
A graduate of Taylor University, Mike majored in business management and minored in finance. He received his CERTIFIED FINANCIAL PLANNER™ designation in June 2011. He has been a member of the Financial Planning Association of Illinois since June 2014. In May 2017, Mike became a Certified Kingdom Advisor®; you can learn more about that designation here. In October 2018, Mike became a Retirement Income Certified Professional®.
Mike lives in Wheaton with his wife, Whitney, and their four children - Dylan, Cameron, Sadie, and Cora. When he isn't chasing his kids around, he can be found working on a project in their house or yard. Ask him about his current project; the list is never-ending! Mike and Whitney are actively involved in their church, serving in leadership positions. They served together on the Missionary Furlough Homes Foundation board from 2010-2025, and Mike joined the STARS Family Services board in early 2022.
As a CERTIFIED FINANCIAL PLANNER™ professional, Mike abides by the CFP Board’s code of ethics. He also abides by the Kingdom Advisor's code of ethics. You can view Mike on the following pages: CFP Board and Kingdom Advisors.
Mike has contributed to articles in the following publications:
