A complete list of active advisors currently associated with Prosperity Planning
Warmer can help you find a great advisor at Prosperity Planning or one who fits your needs even better.
Prosperity Planning, Inc. is an SEC-registered advisory firm that provides portfolio management, comprehensive financial planning, pension consulting and retirement-plan rollover guidance to a mix of individual clients (including high net worth individuals), pension and profit-sharing plans, charitable organizations and businesses. The firm manages both discretionary and nondiscretionary accounts and reported roughly $543 million in regulatory assets under management as of December 31, 2025. The firm’s investment approach emphasizes long-term, broad-based allocation across global asset classes—equities, bonds, real estate, commodities and cash—usually implemented through index-based mutual funds and ETFs and with systematic tilts toward smaller-cap, value, and higher-profitability strategies. For qualified clients, Prosperity Planning may also recommend private placements (private equity, private real estate, private credit, hedge funds or limited partnerships) to help diversify portfolios, and it incorporates tax considerations into portfolio design while leaving final investment decisions to clients. Prosperity Planning offers several services that are less common among peer team firms, including targeted divorce financial planning and pension-plan participant education, and it discloses potential conflicts when advising on rollovers while acting as a fiduciary for retirement accounts. The firm also notes atypical marketing practices for its peer group: it uses client testimonials and references third‑party ratings in its advertising materials, and it includes private placement interests in AUM calculations when reported or estimated by issuers or custodians.
To learn more about the advisors currently working at Prosperity Planning, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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