Experience in Financial Advice

With nine advisors and four unique teams, Prosperion has the experience and capability to serve a variety of people at various stages in life. So whether you’re just getting started with investing, preparing for your retirement, or already enjoying your time post-career, our advisors can help answer the difficult questions.

Many of our advisors offer more than 20 years of experience managing client assets and providing comprehensive financial planning. With experience comes the expertise from having worked with a number of physicians, business owners, executives, and even young couples and new families. As a result, we realize there is no one-size-fits-all approach to financial planning: every person is unique. Our team structure is a reflection of that belief, giving our advisors the freedom and flexibility they need to best meet your needs, all while sharing the support of a collegial and collaborative environment of professionals.

As a result we have no hidden agenda or products to push. Our recommendations are based solely on what we believe will be best for the client based on years of experience working with similar people.

While our typical advisory client has approximately $300k in investable assets, we’ve created several programs specifically designed to accommodate a wide variety of account values. From young earners with minimal investment balances to diligent savers with an excess of $5 million, our advisors can help mitigate risk, grow your portfolio, and put you on a path toward success with careful and comprehensive planning.

If you’re ready for the next step we encourage you to give us a call. One of our advisors will be happy to discuss your questions and situation to see if we can help.