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.


"A mother is clothed with strength and dignity, laughs without fear of the future. When she speaks her words are wise and she gives instructions with kindness."

Proverbs
$35B

Americans spent more than $35.7 billion on Mother’s Day in 2023 — a record high. That’s a whole lot of daisies and spa gift cards! It's estimated that Americans will spend around $3.2 billion on flowers alone for the holiday. This figure is up almost $4 billion from the previous year. Expected spending on Mother’s Day has gone up steadily since 2018 (yes, even during the pandemic).

Source: financebuzz.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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