LOCAL FINANCIAL ADVISOR NAMED IN BARRON’S TOP ADVISOR RANKINGS
Prosperion Financial Advisor Named to Barron’s List
Prosperion Financial Advisors’ Steve Booren was the highest ranked financial advisor in Colorado with total assets under management of less than $500 million according to a Barron’s 2012 Top Advisor Rankings.
This is the fifth consecutive year an advisor from Prosperion has placed in the top ten in Colorado.
“I am humbled and honored to be included in Barron’s list for five years running,” said Steve Booren, owner of Prosperion Financial. “We continue to develop clarity, confidence and capability for our clients while improving client service.”
Released annually, the list includes the top advisors from around the country and ranks them on, “…the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices,” according to Barron’s.
“When I was young my mentors always told me to pick up a weekly copy,” said Prosperion Financial Advisor Greg Horstman. “Barron’s is a sophisticated magazine so it’s a real honor for Steve to be included.”
Booren was awarded the highest spot in the Colorado rankings for advisors managing less than $500 million in total assets. He was ranked number nine overall for the state.
“Our current size allows us to develop quality relationships with all of our clients on a one-to-one basis,” said Booren. “It may prevent us from ranking number one overall on Barron’s list, but we’re focused on providing clients with exceptional value and care beyond just the advice we give.”
Prosperion Financial Advisors has a different approach to a client’s finances said Booren. They focus on clients’ life goals and develop comprehensive financial plans to help achieve them.
A dedicated plan enables their clients to understand their entire financial picture and how their finances might enable them to spend more time pursuing their unique interests.
It’s a client-centered business model that’s working said Prosperion Financial Advisor David Morrison.
“By truly understanding our clients’ values and goals we can help them develop a financial road map that mirrors their true desires in life,” said Morrison. “Our clients tend to care about more important things than just their finances. They focus on their passions: time with their families, charity and giving back to their communities.”
Prosperion Financial is planning to grow in the coming months with the addition of several new financial advisors.
Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a factor. Securities, Advisory Services and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
About Prosperion Financial:
Prosperion Financial Advisors (formally Capital Consulting) was founded in 1996 and assists clients in every aspect of their financial lives. They provide clarity, capability and confidence in an objective approach to help clients pursue their dreams and financial goals. They work with clients to instill confidence and focus on creating a personal strategy that sets realistic objectives.
About Steve Booren:
Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with objective investment advice, he started Capital Consulting (now Prosperion Financial Advisors) in 1996, and works with clients to identify risks, opportunities and strengths, then develops strategies to manage risks, focus on clients’ biggest opportunities and leverage their strengths. (Although no strategy assures success or protects against loss.)
About Greg Horstman:
After graduating Colorado State University, Greg began a successful 9-year career in the oil industry with Dowell Schlumberger. A slowdown in the oil business opened the door to a fresh start back in Denver as a municipal bond underwriter with the prestigious investment banking firm of Boettcher & Company. In the fall of 1987, disruptions to Boettcher caused yet another door to open, this time to E F Hutton as a Financial Advisor. For the next 21 plus years, Greg worked to build a successful financial advisory practice with just this one firm.
Today, Greg and business partner Craig Arfsten enjoy their affiliation with Prosperion Financial Advisors as they bring many years of business and investment experience to their clients!
About David Morrison:
David uses Values Based Financial Planning to align a client’s financial choices with their most important goals and deeply held values. He has a comprehensive process to consolidate, coordinate and simplify a client’s financial life in a way that brings them more confidence and clarity about the future.
David has worked with investors for more than 20 years at trust departments, large banks, and investment companies such as Merrill Lynch, Fidelity, and Bank One. He joined Capital Consulting (now Prosperion Financial Advisors) in 2004.
https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png00Steve Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngSteve Booren2012-03-19 20:33:572017-12-07 15:01:16Press Release: Steve Booren Ranks High on Barron’s List for 2012
It has been a year for humility as many of the traditional methods of managing risk inside portfolios have been taxed. It has been a year of consciously focusing on gratitude for all that we have and all that has gone well. It also has been a year where the value of our disciplined commitment to planning has never been more highlighted.