A complete list of active advisors currently associated with Prism Wealth Management

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

Prism Wealth Management provides discretionary asset management and related financial planning primarily for individual and high-net-worth clients, delivering ongoing portfolio oversight through third‑party sub‑advisor programs. The firm manages accounts on the AE Wealth Management platform and also offers co‑advised model portfolios, while financial planning reviews (covering topics such as estate, retirement, and tax considerations) are offered as part of its advisory service. The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory with model‑based portfolio construction, and Prism retains discretion to select and replace sub‑advisors and model strategies on behalf of clients. Some sub‑advisor models and underlying funds used in separately managed accounts may employ derivatives and other investment techniques, which the firm discloses as part of the manager‑specific risk profile. Distinctive features of Prism include an explicit affiliation with an insurance business (Prism Annuity & Life Co., LLC) and advisory personnel who provide insurance products and receive customary commissions, a relationship the firm discloses as a potential conflict of interest. Prism also maintains a co‑advisor arrangement with Gradient Investments that includes an incentive sharing arrangement tied to AUM thresholds, creating additional revenue connections beyond the primary advisory fee.

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