What we do

To live a good life. That is the value at the core of our belief system. It drives us. It empowers us. At Prosperian, we want for our clients what we want for ourselves. It is why we are so passionate about our mission to help you achieve your life goals.

The Whole You

It becomes apparent from the first time we meet; our authentic and personal interest in you, your life, and your family’s lives — our desire to know about “the whole you,” to understand the history and background of your life, to gain an understanding and appreciation for your goal to live a good life.

At Prosperian, we understand that everyone has his or her own “life mosaic”. It is our mission to stand at your side as financial professional and counsel to help assemble those many pieces into a clear, cohesive, and meaningful image. We have the experience, understanding, and range of capability to help you across most aspects of your financial life. We want to know about “the whole you” because it’s the best way to build a blueprint for success.

Core services we offer:

  • Personal, Business and Estate Planning
  • Risk Management
  • Employee Benefits
  • Business Succession Planning
  • Life Insurance
  • Investments
  • Fee-Based Planning * (by licensed financial planning professionals)

* Fee based plans are offered through Park Avenue Securities