A complete list of active advisors currently associated with Premier Prosperity Advisors LLC

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

Premier Prosperity Advisors LLC provides investment advisory, financial planning, and pension consulting to individuals, high‑net‑worth clients, and retirement plans. Services include both discretionary and non‑discretionary portfolio management, stand‑alone financial plans, and plan‑level consulting such as fund selection, performance monitoring, participant education, and enrollment support. The firm customizes portfolios using methods such as fundamental analysis and long‑term purchase strategies and may retain legacy holdings for tax or fit reasons. Premier Prosperity reports managing about $11.7 million in client assets, with approximately $10.4 million managed on a non‑discretionary basis, meaning most client accounts require client approval before trades are executed. Distinctive features include a focus on pension consulting and participant education — services that are uncommon for similarly structured solo independent advisers — and a very small client base, which results in concentrated relationships. The adviser and its representatives are also licensed insurance agents and may receive commissions for selling insurance products, and the firm maintains an institutional custodial relationship that routinely directs clients to a single custodian for execution and custody.

To learn more about the advisors currently working at Premier Prosperity Advisors 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.