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Anthony R

ChFC®, Series 63

Louisville, KY

Prosperity Asset Management, LLC

Anthony Roberts is a ChFC® with nine years of experience at Prosperity Asset Management, LLC and additional industry involvement dating back over 35 years through A. Roberts & Associates Inc. He has worked with FERS-TSP Strategies LLC since 2020 and previously with Gradient Advisors, LLC. Outside of his advisory role, he is an insurance agent and owner of A. Roberts & Associates Inc. in Louisville, KY. Prosperity Asset Management serves individuals, small businesses, and high-net-worth clients by providing portfolio management through third-party model portfolios, financial planning, and educational seminars. The firm operates primarily as a co-advisor to Gradient Investments, LLC and emphasizes documented client objectives and model-based investment strategies.

Wealth management General estate planning guidance Social Security optimization General tax planning
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