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.


"...the consideration that human happiness and moral duty are inseparably connected, will always continue to prompt me to promote the progress of the former, by inculcating the practice of the latter."

— George Washington
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William Henry Harrison delivered the longest Inaugural address, at 8,445 words, on March 4, 1841—a bitterly cold, wet day. He died one month later of pneumonia, believed to have been brought on by prolonged exposure to the elements on his Inauguration Day. John Adams’ Inaugural address, which totaled 2,308 words, contained the longest sentence, at 737 words. After Washington’s second Inaugural address, the next shortest was Franklin D. Roosevelt’s fourth address on January 20, 1945, at just 559 words. Roosevelt had chosen to have a simple Inauguration at the White House in light of the nation’s involvement in World War II.

Source: inaugural.senate.gov

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.

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. 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.

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.

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.

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