Have a confident future.
Experience confidence when working with a proven and trusted financial partner.
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.
"Easter is the only time when it's perfectly safe to put all of your eggs in one basket."
— Evan EasrCadbury Creme Eggs are a popular treat in the US, but they have to cross the pond to get here. The candies are made in the UK, and the factory is located in Birmingham where they make 1.5 million creme eggs a day. Creme egg season runs from January 1 to Easter Sunday.The creme eggs are by far the most popular Cadbury offering, and 500 million creme eggs are made each year. About ⅔ of those eggs are enjoyed in the UK. That translates to about 3.5 creme eggs per person living in the UK!
Source: sykescottages.co.uk/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
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.
Humans, not robots
The distinctive quality of our service is a human-powered investment strategy and planning geared to your unique situation.