A complete list of active advisors currently associated with Personal Prosperity LLC

Warmer can help you find a great advisor at Personal Prosperity LLC or one who fits your needs even better.

B2 Innovations LLC, doing business as Personal Prosperity LLC, is a fee-only registered adviser that provides investment management along with ongoing and project-based financial planning to individual and high-net-worth clients. The firm reports roughly $22.1 million in assets under management and serves a small client base, offering tailored portfolios and comprehensive planning engagements. The firm's investment approach emphasizes Modern Portfolio Theory and diversification, supplemented by cyclical analysis when appropriate, and blends passive and active strategies to match client goals and risk tolerance. Personal Prosperity manages accounts directly, may recommend third‑party managers, and uses a third‑party platform to review and rebalance held‑away retirement plan assets while providing ongoing review and client communication. Notably, the brochure discloses that the firm may employ borrowing (margin) and derivatives (including options) within separately managed accounts—practices that are less common among peers. The firm also uses multiple custodial relationships and insurance networking channels (including recommending annuity products through third‑party networks), which can affect how certain client assets and recommendations are implemented.

To learn more about the advisors currently working at Personal Prosperity 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.