Philadelphia, PA Office

Team
Updated today
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

130 North 18th Street, Suite 3000

Philadelphia PA 19103

Advisors at this office

5

Advisors at this office

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Hal M

Series 66

Philadelphia, PA

Prosperity - An EisnerAmper Company

Hal Michels is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has held roles at various firms including Dai Securities, Apw Inc, and EisnerAmper Wealth Management. Outside of advisory work, he is a partner involved in tax preparation and CPA services within his firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, and manages approximately $5 billion in client assets through a multi-team approach.

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

Ryan T

Series 63, Series 65

Philadelphia, PA

Prosperity - An EisnerAmper Company

Ryan Tyrell is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at CPA Financial Group, LLC, Commonwealth Financial Network, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He is also president and sole owner of a private entity established to facilitate his fixed insurance business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing about $5 billion in client assets through discretionary and non-discretionary strategies, often employing third-party independent managers and technology platforms.

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

Joseph G

Series 65

Philadelphia, PA

Prosperity - An EisnerAmper Company

Joseph Granahan is a financial advisor with Prosperity - An EisnerAmper Company in Philadelphia, PA, holding a Series 65 license and six years of industry experience. Prior to joining Prosperity in 2026, he worked at MyCIO Wealth Partners for six years and has held roles at Heffler, Radetich & Saitta, LLP, Dougherty Electric, F&M Library, and Franklin & Marshall College. Prosperity - An EisnerAmper Company provides financial planning, portfolio management, and consulting services to individuals, trustees, estates, retirement plans, and business entities. The firm manages approximately $5 billion in assets across a team of 63 advisors, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

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

Alan G

Series 63, Series 65

Philadelphia, PA

Prosperity - An EisnerAmper Company

Alan Gubernick is a financial advisor at Prosperity - An EisnerAmper Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Commonwealth Financial Network and EisnerAmper. Outside of his advisory role, Gubernick serves on the boards of several nonprofit organizations, including the Anti-Defamation League and Philadelphia Youth Basketball. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, using both discretionary and non-discretionary management alongside third-party independent managers and technology platforms.

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

Joseph E

Series 63, Series 65

Philadelphia, PA

Prosperity - An EisnerAmper Company

Joseph England is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Commonwealth Financial Network, CPA Investment Advisors Inc, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He serves as a board member at Gwynedd Mercy University. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets across a team of about 63 advisors.

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