A complete list of active advisors currently associated with Prism Wealth Partners, LLC

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

Prism Wealth Partners, LLC provides discretionary asset management to individuals, high‑net‑worth clients, trusts, business owners and estates, tailoring strategies to documented goals, time horizons and risk tolerances. The firm is newly registered in 2026 and, as an initial filing, reports no assets under management or active advisory clients. The firm typically implements portfolios through discretionary models and, when appropriate, usually hires Sub‑Advisors to manage all or a portion of client assets while also maintaining its own in‑house models, using fundamental analysis and quarterly account reviews. Prism relies on a third‑party custodial and advisory platform and participates in a model marketplace to subscribe to and deploy model portfolios for clients. Notable differences from many peers include the regular selection of other advisers to run client mandates — a practice that is statistically uncommon for firms with no active advisors — and an affiliation with an insurance business: the firm’s owner is a licensed insurance agent who spends a portion of time selling insurance products and may receive separate compensation for those sales. The firm does not act as a private fund adviser and generally leaves proxy voting to clients, which further distinguishes its operational approach.

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

Name	Location	Years of experience
Cory Easterling	Waveland, MS	0

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