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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.

Our Approach

"I never considered a difference of opinion in politics, in religion, in philosophy, as cause for withdrawing from a friend."

— Thomas Jefferson

1.5B

There are over 1.5 billion websites on the world wide web today. Of these, less than 200 million are active. The milestone of 1 billion websites was first reached in September of 2014. The first-ever website (info.cern.ch) was published on August 6, 1991 by British physicist Tim Berners-Lee while at CERN, in Switzerland.

Source: www.internetlivestats.com

Why Us?

More than investing

Our range of services only begins with investing. We can help you with retirement planning, tax and estate strategies. Do you need specialty planning services – divorce, charitable giving, or business succession advice? How about college savings, or long-term care and disability coverage? We’re stocked with the experts to assist you in all of these areas – and others, too.

Quality advice

Solid, strategically executed investments play a key role in your financial future. A diversified mix of savings strategies and a personalized portfolio will help you pursue your goals and provide confidence along the way.

Personal values

We all have values, dreams, ambitions, and goals. That’s something we all share. As true partners in the financial planning process, we can help you pursue and experience the rewards of a plan purpose-built for you and your family. That's Prosperity.

Make financial choices with confidence

Client Centered

Six years in a row, we’ve been named to the Financial Times 400 Top Financial Advisors list. Our focus is to provide objective, experienced opinions that are designed to work towards long term investment results.

With over 30 years of experience, Prosperity Advisors is dedicated to providing informed advice to every client.

Our Qualifications

3 ways to make the most of your money

The value proposition of a qualified advisor

Strategies beyond a self-directed 401k

Enjoy today while preparing for tomorrow

Humans, not robots

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

Learn More

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HAVE A CONFIDENT FUTURE

Proven experience.
A distinct approach.

"I never considered a difference of opinion in politics, in religion, in philosophy, as cause for withdrawing from a friend."