Prosperity Advisors: Home

Have a confident future.

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

Ready to get started?

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

"You don't stop laughing when you grow old, you grow old when you stop laughing."

— George Bernard Shaw

67%

Nearly 7 in 10 (67%) Americans between ages 50 and 74 don’t have a formal retirement plan, while 4 in 5 lack retirement planning basics on how to be financially secure.

Source: www.magnifymoney.com/news/retirement-statistics

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 professionals 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.

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

The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms,
regulatory disclosures, and research conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The listing reflects each
advisor's performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5.
Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor
by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or
award.

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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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