A complete list of active advisors currently associated with Prosperitas Financial, LLC

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

Prosperitas Financial provides investment advisory and planning services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities, delivering asset management, comprehensive portfolio management, financial planning and consulting, retirement plan consulting, and third-party adviser and financial institution consulting. The firm’s Form ADV reports approximately $812.5 million in regulatory assets under management, about 26 advisors, and more than 1,700 clients as of December 31, 2025. Portfolios are constructed from individual stocks, bonds, ETFs, options, mutual funds and other public and private securities and are continuously monitored and rebalanced as appropriate; the firm also engages third‑party money managers and performs initial and ongoing due diligence on those sub‑advisors. Prosperitas discloses a wide set of analytic approaches in its brochure — including fundamental, technical, quantitative and sector analysis — and notes operational tools such as the Pontera order management system for held‑away accounts (Pontera charges a 0.25% fee). The firm’s brochure also discloses that Prosperitas advertises predecessor performance and hypothetical performance in its materials, a practice the firm highlights while also noting it does not charge performance‑based fees. Other distinguishing items in the disclosure include its formal third‑party adviser management and brokerage‑client consulting lines, the firm’s arrangements and economic benefits received from custodians such as Schwab, and a stated policy that it will not accept proxy‑voting authority from clients.

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