A complete list of active advisors currently associated with Prosperity Road, LLC

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

Prosperity Road provides wealth management, financial planning, retirement-plan advisory and portfolio management services to individuals, high-net-worth individuals, trusts, estates, retirement plans, charitable organizations and corporations. The firm manages roughly $172 million across about 64 client relationships and is compensated primarily via percentage-of-assets-under-management fees for both discretionary and non-discretionary accounts. The firm generally follows a long-term, fundamental-analysis approach and constructs portfolios largely with no-load mutual funds and institutional strategies, often using Dimensional mutual funds, ETFs, individual equities and fixed income as appropriate. Prosperity Road may recommend or use unaffiliated independent managers and an investment platform (FPAS) and conducts regular account monitoring and portfolio rebalancing in line with client goals, risk tolerance and periodic reviews. Prosperity Road discloses affiliations that are atypical for firms of its size: the principal also serves in a managerial role at an accounting firm and the principal maintains an active attorney license (while the advisory practice does not provide legal services), and the brochure states clients are not required to use the affiliated accounting services. The firm also documents institutional relationships with Schwab and Fidelity that provide platform and operational support, a sub-advisory/platform arrangement with FPAS, and a written business continuity and succession agreement with a successor advisor.

To learn more about the advisors currently working at Prosperity Road, LLC, 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.