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Have a confident future.

Experience confidence when working with a proven and trusted financial partner.

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since

1989

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

"The invention of the teenager was a mistake. Once you identify a period of life in which people get to stay out late but don't have to pay taxes - naturally, no one wants to live any other way."

— Judith Martin

$2.5T

Individual income taxes are by far the government’s largest single source of revenue. The federal government expects to collect about $2.5 trillion in individual income taxes in fiscal year 2024. That accounts for nearly half (49%) of its total estimated receipts for the year. The next largest chunk comes from Social Security taxes (including those for disability and retirement programs), which are projected to pull in $1.2 trillion this fiscal year (24%).

Source: www.pewresearch.org/

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!

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.

Current Qualifications