A Unique Approach
Prosperion Financial Advisors is composed of four separate advisory teams, each with their own approach, process, and even investment strategy. While we are all united by our desire to provide Care beyond advice, each advisor is given the freedom to deliver on that promise however they see fit.
This flexibility ultimately allows our advisors to offer highly customized advice and direction for his or her clients, all while benefiting from the collaboration shared with their colleagues. This collaboration allows our independent advisors to tap into the knowledge, strategies, and experience of the entire team at Prosperion.
As a result our clients benefit from shared experience and honest advice without having to worry about a hidden agenda, sales quota, or product kickbacks. Our advisors serve as fiduciaries for your money, which means we put your interests above everything else.
Because each advisor group offers a unique experience, it’s important to browse each of the teams to discover their unique strengths.