La Jolla, CA Office

Prosperity - An EisnerAmper Company advises individuals (including high-net-worth clients), trustees, estates, retirement plans and business entities, providing financial planning, portfolio management, retirement-plan advisory and consulting to pensions and 401(k) plans. The multi-team firm of about 63 advisors manages roughly $5 billion in client assets and also offers insurance planning and business-planning consulting as part of its service mix.

The firm emphasizes asset allocation and diversification in portfolio construction and offers both discretionary and non-discretionary management, often using third‑party Independent Managers and model portfolios (including relationships with SEI, City National Rochdale and Aperio, the latter employing long‑short equity strategies). Prosperity also uses third‑party technology platforms (FinLife Partners/United Capital and the SEI Wealth Platform) to support financial planning, reporting and account administration, and reviews client accounts at least annually.

Prosperity is affiliated with EisnerAmper through common ownership (the firm is owned by EAG Wealth Management Strategies, LLC, itself owned by Eisner Advisory Group), and EisnerAmper provides accounting, pension consulting and TPA services that the firm may recommend; certain representatives receive a referral bonus equal to 10% of EisnerAmper’s cash collections for referrals. The firm is also affiliated with a state‑licensed insurance agency, Prosperity - An EisnerAmper Company Insurance Services LLC, which offers life, health, disability, long‑term care, group life and fixed annuity products and results in representatives who are licensed insurance agents receiving customary commissions.