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 is an SEC‑registered advisor serving individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans; the three‑adviser firm manages about $216 million in discretionary assets for roughly 244 clients. Services include tailored investment management using diversified mutual funds and ETFs (with individual stocks, bonds and fee‑based variable annuities used as appropriate), financial planning, cash‑flow consulting and retirement‑plan advisory work. The firm follows a primarily long‑term investment approach with a tactical asset‑allocation overlay and fundamental analysis to set overweight/underweight targets and to rebalance portfolios, and it monitors client accounts on a continuous, discretionary basis. PAG also provides written planning deliverables and serves in ERISA fiduciary roles for retirement plans, including IPS design, vendor analysis, participant education and investment oversight services. Notable distinctions include sponsoring a wrap fee program that bundles securities transaction and custody costs into a single asset‑based fee and operating as a licensed insurance agency with advisory personnel able to earn insurance commissions—both items the brochure discloses as potential conflicts of interest. The firm also maintains an institutional relationship with Fidelity that supplies platform tools and economic benefits, and its regulatory disclosures describe a 2022 SEC settlement (and related CFP Board censure) concerning historical mutual‑fund recommendations.

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.