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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.

There are a lot of financial advisors in the marketplace. What sets us apart?

A plan for you

Many advisors outsource their investment management, where you get a cookie-cutter model portfolio.  We work with you to create a plan that works for you, then create and manage your portfolio to your specific objectives and tax situation.

Culture of trust

Clients often tell us, “You’re the only professional relationship that I trust.”  At Prosperity, we strive to create a culture of trust, warmth, approachability and experienced service.  We strive to know and treat you like family.

No minimums

Some firms have a minimum net worth client.  Not us.  Give us a call.  You’re not too small.

 

 

Credentials

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

 

Gain from our experience

Our firm has been giving advice for nearly 30 years. Over time, our team has grown to include subject matter experts in investments, small business, qualified plans, divorce, taxation, charitable giving, estate planning, and insurance. When we don’t have the information that you need in-house, we have trusted partners who can provide it.

 

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.

 

Respected by others

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

 

Priced for Advice

Our goal is to align your financial success with our costs, so we structure our investment management fees based on your aggregate advisory portfolio asset value. Here is our Advisory Account Management Fee structure.

Advisory Account Asset Value Client Fee Structure
First $0 - $250,000  1.25%
Next $250,001 - $2,000,000  1.00%
Next $2,000,001 - $5,000,000 .75%
Next $5,000,001+  .50%

On occasion, we determine utilizing a new or existing retail solution, which has a separate expense structure than an asset value based advisory account, is a better option. Full details will be provided to you prior to investment.