A complete list of active advisors currently associated with Prosper Wisely, LLC

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

Prosper Wisely provides investment planning and consulting to individuals, trusts, estates, corporations and other business entities. The firm offers a single planning engagement that includes a brief consultation, a written investment summary and ongoing phone/video/text/email support, and it does not manage client assets or sponsor wrap-fee programs. The firm’s planning process draws on cash flow analysis, tax and legacy planning, asset allocation considerations and risk-management review to create strategies tailored to each client’s stated objectives; clients document their goals using a profile form and may impose investment restrictions. Deliverables are completed after receipt of required documentation and plans are updated on request, with the firm noting the inherent risk of loss in any investment program. Notably, the managing member is a licensed insurance agent — an affiliation that is uncommon among peers in this category — and the firm does not use percentage-of-assets-under-management fees, instead relying on a fixed-fee planning model. Prosper Wisely is a recently formed, single-office practice with leadership who previously worked at larger financial firms, and it reports no external compensation arrangements or third-party advisor recommendations.

To learn more about the advisors currently working at Prosper Wisely, 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
Dominic Necciai	Pittsburgh, PA	7

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