A complete list of active advisors currently associated with Prosperitage Wealth

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

Prosperitage Wealth is a fee‑only registered investment adviser that provides investment management and financial planning to individuals (including high‑net‑worth clients), as well as organizations and businesses. Its services include ongoing and project‑based financial planning, portfolio management, assistance selecting outside managers and model portfolios, and educational seminars or speaking engagements. The firm emphasizes asset‑allocation-based portfolios that blend passive and active strategies and can incorporate socially responsible investing when clients request value‑based customization. Most client accounts are managed on a non‑discretionary basis — the ADV reports $0 in discretionary and about $7.29 million in non‑discretionary AUM — and the firm implements client strategies using third‑party model portfolio and platform solutions. Compared with peers, Prosperitage Wealth is a solo practitioner practice founded in 2023 that regularly offers seminars and speaking engagements and, as disclosed in its materials, uses endorsements and testimonials in advertising, which are uncommon among similar firms. The firm also executes trades on an individual basis rather than block aggregating orders and relies on institutional custodial and platform relationships to support custody, trading, and fee deduction.

To learn more about the advisors currently working at Prosperitage Wealth, 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
Brian Seymour profile photo Brian Seymour
McDonough, GA
10
Warmer team member

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