A complete list of active advisors currently associated with Prism Planning Partners

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

Prism Planning Partners is a registered investment adviser that manages about $241.5 million on a discretionary basis and serves individuals, high‑net‑worth clients, trusts, estates and certain business entities. The firm offers investment management, financial planning and consulting services and requires clients to enter into written agreements and an investment policy statement before providing discretionary management. Prism’s investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold orientation, emphasizing broad diversification through passively managed mutual funds and ETFs to implement asset‑class allocations. The firm uses model portfolios and third‑party resources in portfolio implementation and oversight — including Focus Partners Advisor Solutions for sub‑advisory and back‑office services, DFA mutual funds and research, and AQR as an Independent Manager for select individual‑security mandates — with periodic rebalancing and annual reviews. What is distinctive is Prism’s reliance on multiple external managers and service providers for portfolio construction, execution and research, and its willingness to include less liquid vehicles such as interval funds or retain individual securities for tax or personal reasons when documented in a client’s IPS. The firm also discloses its SEC adviserinfo record (CRD No. 290485) and advertises third‑party ratings, a practice that is uncommon among similarly structured team advisories.

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

You can also browse Prism Planning Partners's office locations.

Name	Location	Years of experience
Ronald Bernstein	Rancho Mirage, CA	20
Brandon Clouse	Libertyville, IL	14
Daniel Peters	Libertyville, IL	19
Nicole Sullivan	Libertyville, IL	14

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