A complete list of active advisors currently associated with Prosperity - An EisnerAmper Company

Warmer can help you find a great advisor at Prosperity - An EisnerAmper Company or one who fits your needs even better.

Prosperity provides investment planning, tax and estate planning, income protection, retirement planning, financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, corporations, charitable organizations and retirement plans, including pensions and 401(k) plans. The firm also offers financial education seminars and prepares comprehensive or modular financial plans based on each client’s circumstances. Prosperity’s investment approach emphasizes asset allocation and diversified portfolios executed through discretionary and non‑discretionary management, ongoing monitoring, and the use of Independent Managers and sub‑advisors (including relationships with SEI and City National Rochdale). The firm also uses third‑party technology platforms such as FinLife Partners and the SEI Wealth Platform to support planning, portfolio implementation and reporting. Prosperity is affiliated with EisnerAmper and Eisner Advisory Group, an arrangement that provides access to pension consulting, third‑party administration (TPA) services and CPA resources—an integrated pension consulting capability that is uncommon among enterprise advisers. The brochure also discloses that the firm operates as a state‑licensed insurance agency and that some advisers are dually registered with DAI Securities and receive production incentives, a conflict the firm identifies and says it manages.

To learn more about the advisors currently working at Prosperity - An EisnerAmper Company, 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.