A complete list of active advisors currently associated with Prism Planning and Solutions Group

Warmer can help you find a great advisor at Prism Planning and Solutions Group or one who fits your needs even better.

Prism Planning and Solutions Group is a newly formed, supported investment adviser that offers a range of Financial Advice services—financial planning, coaching, consulting, estate-planning document services via a third‑party provider, Investment Advice, Investment Management, and bundled Wealth Management. The firm operates with a small advisory team but currently reports no client accounts or regulatory assets under management; although the brochure lists individuals and high‑net‑worth clients among the types it can serve, it presently has no relationships with either individual (non‑HNW) or high‑net‑worth clients. The firm follows a structured, multi‑step planning process that begins with brief introductory meetings, uses secure client portals and account linking for data gathering, and offers annual Strategic Planning Meetings and ongoing check‑ins for retained clients. Investment implementation emphasizes diversified, low‑cost core portfolios (primarily ETFs), periodic model review and rebalancing, discretionary management for signed Investment Management engagements, and the use of third‑party subadvisors for trading and rebalancing when needed. What is distinctive for a supported firm of this size is its early operational posture — newly registered with no AUM or individual/HNW client base — combined with a formalized estate‑document offering through an external provider and explicit custody practices (direct fee deductions and acceptance of standing letters of authorization). The firm also documents a preference for specific custodians and a model‑based review cadence, and it requires a financial‑advice engagement as a prerequisite for its Investment Management service.

To learn more about the advisors currently working at Prism Planning and Solutions Group, 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.