Prosperity Financial Group

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Client assets under management

$97,995,840

Clients

188

13% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$521,254

About

Prosperity Financial Group (d/b/a Portfolio Services Group, LLC) offers ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, and pension or profit‑sharing plans, including 401(k) plans. The firm documents client goals and risk tolerances in Investment Policy Statements and provides both discretionary and non‑discretionary management options.

The firm’s investment process blends fundamental analysis, modern portfolio theory and technical analysis and is implemented via a long‑term trading approach, with periodic monitoring and quarterly reporting. For plan sponsors, services include creating written pension consulting plans, recommending and monitoring money managers and investment options, and advising on plan service providers.

Noteworthy distinctions for this firm are its explicit pension consulting practice — including fixed‑fee plan design engagements — and its affiliation with insurance activities; supervised persons are licensed to sell insurance and the firm discloses and documents related conflicts of interest. The firm is small and centrally managed, and it requires clients to use a specified institutional custodian, which it discloses may provide research and operational benefits.

Client services

Financial planning Portfolio management Pension consulting

Expertise

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Debt management Annuities

Fee options

Fixed

Financial planning fees between $1,000 and $5,000; Pension consulting plans fees between $5,000 and $50,000.

Percentage

$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Main office location

Prosperity Financial Group

1902 E. Battlefield Rd., Suite A

Springfield MO 65804, United States

Number of offices

Most active in

Missouri

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 417-888-0675

Advisors at this firm

Ridge M

Series 65

Springfield, MO

Prosperity Financial Group

Ridge Mc Bride is a financial advisor at Prosperity Financial Group in Springfield, MO. He holds a Series 65 designation and has experience working with Portfolio Services Group, LLC and Menards. Outside of finance, he has worked in retail and manufacturing sectors. Prosperity Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm combines fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading approach and offers both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Debt management Annuities

David C

CFP®, Series 63

Springfield, MO

Prosperity Financial Group

David Compere is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Prosperity Financial Group. Prior to joining Prosperity Financial Group in 2025, he spent ten years at UMB Bank. He is also an independent licensed insurance agent. Prosperity Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension or profit-sharing plans, including 401(k)s. The firm combines fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach, and offers both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Debt management Annuities

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