A complete list of active advisors currently associated with Prosperity Financial Group, Inc.

Warmer can help you find a great advisor at Prosperity Financial Group, Inc. or one who fits your needs even better.

Prosperity Financial Group works with individuals (including high‑net‑worth clients), trusts, estates, and business entities, offering asset management, financial planning and consulting, and referrals to third‑party money managers. The firm reports managing roughly $503 million in discretionary assets for several hundred clients through a team of seven advisors. Portfolios are tailored to client goals and may include individual stocks and bonds, ETFs, mutual funds, options and other public or private securities, with at least quarterly review and rebalancing and discretionary authority when granted. The firm also employs sub‑advisory relationships and assists in selecting and monitoring third‑party money managers, performing initial due diligence and periodic reviews of those managers. Prosperity’s representatives are also registered representatives of broker‑dealers (including Fortune Financial Services) and are licensed insurance agents, and the brochure discloses that they may receive customary commissions or insurance compensation outside advisory accounts. The firm also discloses the use of compensated testimonials and endorsements, sponsor‑supported educational events, and receipt of support services from its primary custodian, and notes these relationships as potential conflicts that it monitors.

To learn more about the advisors currently working at Prosperity Financial Group, Inc., 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.