Broker Check

What makes us unique

Prosperity Advisors, founded in 1989, is a team of financial professionals dedicated to helping their clients successfully and confidently achieve their life goals.

What sets us apart?

A plan for you

We are a full-service financial planning firm dedicated to helping you achieve your goals. Through collaboration with you, we create a personalized plan using our proven process, smart technology, and cost-effective solutions.

Culture of trust

We aim to treat you like family. We strive to foster trust, respect, and approachability through our experienced service.

A plan for all

We love working with clients in all stages of life. Whether you are just beginning or an experienced investor, your financial goals matter to us.

 

 

Credentials

Our team holds the credentials of CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, Certified Exit Planning Advisor, Accredited Investment Fiduciary, Certified Divorce Financial Analyst, Certified Public Accountant, and more.

 

Gain from our experience

Our firm has been giving advice for nearly 30 years.

 

Respected by others

We’ve been recognized by industry peers and publications as top advisors in our field.

 

Leverage our team

At Prosperity, you have a team. Not just “a guy”. Our staff is ready and available to help you at all times.