A complete list of active advisors currently associated with Prosper Financial

Warmer can help you find a great advisor at Prosper Financial or one who fits your needs even better.

The firm provides financial planning and investment management to individuals, estates, trusts and a donor-advised fund, including management of two accounts for current individual clients. Financial planning is typically ongoing and adjusted as clients approach goals; the firm does not produce formal written plans by default but will provide short written summaries upon request. Investment strategies are tailored to each client’s situation and risk tolerance, using both fundamental and technical analysis and common practices such as dollar-cost averaging, periodic rebalancing, and the use of low-cost mutual funds and ETFs for diversification. The firm evaluates a wide range of instruments — including individual stocks, bonds, options, REITs and MLPs — and may manage discretionary accounts custodied at Charles Schwab or my529. A distinctive aspect of the firm is that its principal is a practicing attorney and tax return preparer affiliated with a law firm and devotes a material portion of time to legal practice, a combination that is uncommon among peers. The brochure also discloses the principal’s passive non-public investments and an active business interest and notes specific safeguards (including disclosure, no advisory fee on such investments, and advice to seek separate counsel) before recommending any private investment to clients.

To learn more about the advisors currently working at Prosper Financial, 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.