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Owings Mills, MD Office

Team
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Prosperity - An EisnerAmper Company logo

Prosperity - An EisnerAmper Company

Multi-team

Firm-wide stats for Prosperity - An EisnerAmper Company

Total advisors

65

Across 18 offices

Clients per advisor

36 Low

Avg AUM per client

$2,098,811 Very High

HNW client ratio

42% High

About

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.

Based on Prosperity - An EisnerAmper Company

Expertise

Income planning Business sale tax planning

Based on Prosperity - An EisnerAmper Company

Occupation focus

Founder/Business Owner Executive

Based on Prosperity - An EisnerAmper Company

Location

10065 Red Run Boulevard, Suite 200

Owings Mills MD 21117

Advisors at this office

6

Advisors at this office

user avatar

Erin A

CFP®, Series 66

Owings Mills, MD

Prosperity - An EisnerAmper Company

Erin Ansalvish is a CFP® professional with 15 years of industry experience, currently serving as a senior wealth advisor at Prosperity - An EisnerAmper Company. Her prior work includes roles at Dai Securities LLC and Triad Advisors Inc. Erin also operates The Prosperity Consulting Group, LLC, providing wealth management services, and is involved in insurance sales as a licensed agent. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory. The firm emphasizes asset allocation and diversification, employing both discretionary and non-discretionary management with third-party Independent Managers and model portfolios.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Sean R

CFA®

Owings Mills, MD

Prosperity - An EisnerAmper Company

Sean Reitenbach is a CFA® charterholder with eight years of industry experience. He is affiliated with Prosperity - An EisnerAmper Company and has held roles at DAI Securities, Triad Advisors, Stifel, and T Rowe Price. Reitenbach also serves as a senior investment analyst for The Prosperity Consulting Group. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Lauren R

CFP®, Series 66

Owings Mills, MD

Prosperity - An EisnerAmper Company

Lauren Rebbel is a CFP® professional with 25 years of industry experience, currently advising clients at Prosperity - An EisnerAmper Company. Her career includes roles at DAI Securities, LLC, Triad Advisors, Inc., LPL Financial, Ferris, Baker Watts, LLC, and Morgan Stanley DW Inc. Outside of her advisory work, she runs TheFemaleForce.com, a blog focused on career advice for women and basic financial topics. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm employs asset allocation and diversification strategies, offering discretionary and non-discretionary management often through third-party independent managers and model portfolios.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Donna G

CFP®, Series 63, Series 65

Owings Mills, MD

Prosperity - An EisnerAmper Company

Donna Gestl is a CFP® professional with 28 years of industry experience. She is currently with Prosperity - An EisnerAmper Company and has held roles at Dai Securities LLC, EAG Wealth Management Strategies, and Triad Advisors Inc. since 2011. Gestl is also a senior vice president of The Prosperity Consulting Group, LLC, where she has been involved since 2004. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses asset allocation and diversification strategies and leverages third-party managers and technology platforms to support its service offerings.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Donald H

Series 66

Owings Mills, MD

Prosperity - An EisnerAmper Company

Donald Hoffman is a financial advisor with Prosperity - An EisnerAmper Company based in Owings Mills, MD. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at DAI Securities, LLC, EisnerAmper LLP, Triad Advisors Inc, and The Hoffman Group, LLC. Outside of his advisory activities, he is involved in a pizza and soda sales business, serving as a member of Topstage LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets with a focus on asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar

Melanie D

Series 65

Owings Mills, MD

Prosperity - An EisnerAmper Company

Melanie Denk is a Series 65-licensed advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She has worked at The Prosperity Consulting Group, LLC since 2017 and has also served as Director of Operations at Access Title Company, LLC since 2002. At Access Title Company, she oversees document preparation, closing processes, and compliance requirements. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with about 63 advisors managing roughly $5 billion in assets, emphasizing asset allocation and diversification and utilizing third-party managers and technology platforms.

Income planning Business sale tax planning Founder/Business Owner Executive
View complete list of advisors at this office
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