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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

"Kind words do not cost much. They never blister the tongue or lips. Mental trouble was never known to arise from such quarters. Though they do not cost much yet they accomplish much. They make other people good-natured. They also produce their own image on men's souls, and a beautiful image it is."

— Blaise Pascal
75%

75% of Americans who follow political and election news very closely say they are very concerned about the influence made-up news could have during the presidential election. In comparison, 23% of those who don't follow political and election news closely at all say they are very concerned about the influence made-up news could have during the presidential election.

Source: Pew Research Center

Why Us? 3 reasons to choose Prosperity

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. You’ll want to read this: “The Value Proposition of a Qualified Financial Advisor”.

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.

For retirement plan sponsors…

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

 
Client Centered

Client Centered

Six years in a row, we’ve been named to the Financial Times 400 Top Financial Advisors list. We are the only advisors in Kansas City with this distinction. 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 Advisory Group is dedicated to providing informed advice to every client.

Our Qualifications

3 ways to make the most of your money

 

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The value proposition of a qualified advisor

 

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Strategies beyond a self-directed 401k

 

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Enjoy today while preparing for tomorrow

 

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Humans, not robots

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

Ready to Contact Us?

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