A complete list of active advisors currently associated with Prosperity Advisory Group LLC

Warmer can help you find a great advisor at Prosperity Advisory Group LLC or one who fits your needs even better.

Prosperity Advisory Group LLC provides discretionary investment management, financial planning, cash‑flow consulting, and retirement‑plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses, and employer retirement plans. The firm acts as a fiduciary and also facilitates implementation services, including insurance product placements through its insurance agency affiliation. PAG constructs customized portfolios primarily using diversified mutual funds and exchange‑traded funds and employs a tactical asset‑allocation approach informed by fundamental analysis, typically with a long‑term orientation while permitting shorter‑term trades for rebalancing or opportunistic reasons. The advisor manages client accounts on a discretionary basis, uses third‑party platforms to access held‑away accounts, and sponsors a wrap fee program that bundles securities transaction and custody costs into a single advisory fee. Compared with peers of similar size, the firm is noteworthy for sponsoring its own wrap fee program and maintaining insurance brokerage capabilities alongside advisory services—both features that are relatively uncommon for supported firms. The brochure also discloses a prior regulatory settlement (2022) and a subsequent public censure related to historical mutual‑fund recommendation practices; prospective clients are directed to the firm’s regulatory disclosures for details.

To learn more about the advisors currently working at Prosperity Advisory Group 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.