Broker Check
since
1989
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As a CERTIFIED FINANCIAL PLANNER™, our primary goal is to serve your needs, not ours. Learn more
Proven experience.<br />A distinct approach.

Proven experience.
A distinct approach.

Many people aren’t really sure what a financial advisor does, and how they can help. Advisors aren’t just for retirees. At any phase of your life – starting out, recently married, new parents, mid-life, divorcing, widowed, aging - we can help you make informed and wise financial decisions.


"When I figured out how to work my grill, it was quite a moment. I discovered that summer is a completely different experience when you know how to grill."

— Taylor Swift
85%

Eighty-five percent of Americans plan to travel this summer, according to the “Summer Travel Survey & Trends 2023” report by The Vacationer. Nearly half of them (42 percent of all Americans) are planning to travel more this summer compared to last. The majority of summer travel, however, will be domestic. Sixty-two percent of respondents said their travels will be domestic only. Seventeen percent said their travels would be domestic and international, while 6 percent said they would only be traveling internationally.

Source: travelagentcentral.com/

Why Us? 

More than investing

Financial planning begins with your goals, objectives, and priorities. Investing is a way to get you there. Our financial planning professionals work with you to develop a plan that includes retirement and tax savings, legacy gifting, college and estate planning, business succession, and more. Our specialists can help you navigate life changes such as divorce, long-term care, and disability.

Quality advice

The ultimate goal of Prosperity Advisors is to make sure you achieve your goals. We design a plan that is a long- term diversified investment strategy built within a tried-and-true planning process and reviewed regularly with you.

Personal values

Your values, dreams, ambitions, and goals drive your financial plan. Our role as a financial partner is to get you from where you are to where you want to be. Having a confident future: that’s the path to Prosperity!

For retirement plan sponsors…

We have extensive experience structuring, implementing, and servicing all types of retirement plans. Let us help!

 
Client Centered

Client Centered

With over 30 years of experience, Prosperity Advisors is dedicated to providing each client with objective, experienced advice to help them along the path to prosperity.

3 ways to make the most of your money

 

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A qualified advisor

 

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More than your 401k

 

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Have an action plan

 

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Humans, not robots

The distinctive quality of our service is a human-powered investment strategy and planning geared to your unique situation.

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