A complete list of active advisors currently associated with Prism Advisors, Inc.

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

Prism Advisors provides investment advisory and planning services to individuals (including high-net-worth clients), trusts, employer retirement plans and business entities, offering discretionary portfolio management, written financial plans, retirement-plan consulting and a legacy asset management option for clients who remain active in security selection. As with many team firms, it delivers individualized portfolio management for clients and also offers standalone financial planning and consulting engagements. The firm manages individualized wrap accounts on a discretionary basis and employs a mix of fundamental, qualitative and sector analysis alongside multi‑asset allocation strategies (including ETFs, fixed income and alternative investments) and both long‑ and short‑term trading approaches. Prism discloses the use of margin/borrowing in client accounts and implements margin transactions and other leverage where appropriate, which introduces additional risk considerations for affected clients. Prism is notable among peers for acting as a wrap fee program sponsor and delivering its comprehensive management services only through wrapped accounts, a structure fewer team firms operate. It also discloses retirement plan consulting with potential ERISA fiduciary designations and that some representatives are licensed insurance agents, each noted as a relationship the firm manages and discloses to mitigate conflicts of interest.

To learn more about the advisors currently working at Prism Advisors, 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.