A complete list of active advisors currently associated with Financial Prosperity, Inc.

Warmer can help you find a great advisor at Financial Prosperity, Inc. or one who fits your needs even better.

Financial Prosperity serves busy professionals and business owners, with a particular focus on clients within about five years of retirement, offering Personal Financial Plans, plan reviews, and an Integrated Financial Planning and Portfolio Management service. The firm operates as a virtual, process‑driven practice and manages client accounts on a discretionary basis after completing an initial personal financial plan. The firm’s investment approach emphasizes strategic asset allocation implemented through written Investment Policy Statements and diversified model portfolios across cash, fixed income, equities, and real estate, with security selection informed by both fundamental and technical analysis and periodic rebalancing. Clients receive 24/7 access to an interactive client portal (including tools such as “Play Zone” and scenario stress tests), annual plan and tax evaluations, and ongoing reviews of insurance and estate documents. Noteworthy for a firm of its size, Financial Prosperity manages roughly $45 million in discretionary assets for a small client base and requires an initial comprehensive financial plan before ongoing portfolio management, reflecting a planning‑first process. The brochure also discloses that the firm’s principal maintains an independent life and health insurance license—an affiliation that is uncommon among peers—and states the firm remains fee‑only and will not sell insurance products or accept commissions.

To learn more about the advisors currently working at Financial Prosperity, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.