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About Us

A Global Organization

Understanding the Nature of Things

Study. Practice. Learn. We hear this from our earliest years. We are encouraged to plan ahead, to know where we are going, and to find the best way. Why then, is it so difficult to remain vigilant when it comes to creating and nurturing our own personal and financial well-being?

Client Centered

The Prosperian Tree

It starts with a seed. When the right balance of elements come together, the seed spawns life. If nurtured, it roots will deepen and its trunk will broaden. Given time, it will mature into a tree with limbs stretching towards the sky.

The Prosperian Tree is our symbol. Its story is very much our story. We help cultivate, nurture, grow, and protect our clients’ assets – and, over time allow them to build deep roots, mature and gain strength for the future. Sturdy trees can live for generations. They grow bigger and stronger over time and, with great care, can provide shelter from life’s storms.

We provide a state of well-being and the pathway we have chose is through your finances

Experienced professionals with your interests

Experienced professionals with your interests

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.

  • Personal and Business Planning
  • Business Succession Planning
  • Estate Planning
  • Life Insurance
  • Risk Management
  • Investments
  • Employee Benefits
  • Fee-Based Planning (By Licensed Financial Planning Professionals)

Experienced professionals with your interests

Experienced, knowledgeable, resourceful, creative, and passionate, our partners and management team represent some of the best there is in planning and wealth management.

At Prosperian, we understand the value of smart, conscientious professionals with experience and perspective. Most of all, we understand it takes a philosophy of care to deliver the most meaningful results over time.

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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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