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 serves individual and high‑net‑worth clients as well as pension plans, charitable organizations and corporations, managing roughly $543 million in client assets across its accounts. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning (including divorce planning), and pension consulting services for business owners. The firm emphasizes a long‑term, broadly diversified, index‑based investment approach implemented mainly through mutual funds and ETFs, with systematic tilts toward smaller‑company, value, and higher‑profitability stocks and with tax considerations incorporated into portfolio design. Accounts are reviewed at least annually, rebalanced as needed, and many clients receive financial planning alongside portfolio management. Prosperity Planning’s disclosure materials note that it uses client testimonials and publicizes third‑party ratings in its advertising and on its website, and the firm also documents a standalone divorce financial planning service with a flat‑fee structure that may be waived for certain portfolio clients. The brochure further describes the firm’s institutional platform relationship with Fidelity, which provides custody, trade execution and a range of practice‑management services.

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.