A complete list of active advisors currently associated with Innovative Advisory Partners, LLC
Warmer can help you find a great advisor at Innovative Advisory Partners, LLC or one who fits your needs even better.
Prosperitus Wealth Advisors provides comprehensive financial planning and portfolio management to mass‑affluent individuals as well as business owners, entrepreneurs, executives, families and retirees. Its service menu covers wealth and investment management plus tax, estate, retirement, insurance and specialized business-owner services such as 10b5-1 plans, ESOPs, business valuations, executive transactions and hedging/monetization of concentrated equity positions. The firm combines behavioral, charting, cyclical, fundamental and technical analysis and generally pursues long‑term strategies while permitting shorter-term trading when client goals or market conditions warrant. It delivers financial planning integrated with asset management, offers both discretionary and non‑discretionary arrangements, and provides participant education for retirement plans (including periodic seminars on request). Compared with many peers, Prosperitus acts as the sponsor of a wrap fee program (described in Appendix 1), an arrangement that is relatively uncommon for team advisors. The firm also has an affiliated accounting entity offering tax preparation and bookkeeping services and discloses that some investment advisor representatives are licensed insurance agents, which clients should note as potential sources of conflicts alongside the firm’s use of sub‑advisors; assets under management were reported at $69.4 million as of December 31, 2025.
To learn more about the advisors currently working at Innovative Advisory Partners, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Hixson, TN
| 29
| |
Hixson, TN
| 13
| |
Hixson, TN
| 20
| |
Hixson, TN
| 7
| |
Hixson, TN
| —
|
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