DREAM. PLAN. PROSPER

Prosperitus Wealth Advisors is a comprehensive Financial Planning firm with experience in all stages of financial complexities and your life goals. Our team includes Independent CERTIFIED FINANCIAL PLANNER™ professionals, and we are committed to providing you with the highest standard of fiduciary care and excellence!

What do we do?

Think of us as your financial doctors. We are here to ensure your financial health is well. Just as a doctor has a myriad of schooling and training, our team of CERTIFIED FINANCIAL PLANNER™ professionals have vast knowledge and experience. CERTIFIED FINANCIAL PLANNER™ professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

We are held to a fiduciary standard, meaning we are legally obligated to act in the best interest of you, our clients. We are your first stop for anything related to your finances, not just investing. If we are not best suited to deal with your situation, just as a doctor refers specialists we will assist you in working with financial professionals to make sure your financial health is as well as possible!

How are we Different?

Industry Leading Tools

Each client has access to their own personal financial website "One Wealth"(powered by e-money). With One Wealth, we can do everything from tracking our client's net worth to running retirement analysis and what-if scenarios to best plan for retirement.

Fee-Based

We are a fee-based advisory firm. We charge a fee based on the assets we manage. No hidden or extra fees ever. Every service we perform is wrapped into that fee. We make money when our clients make money.

Financial Planning Firm

We are not simply financial advisors, we are financial planners. We operate as your personal CFO. We will assist you with cash management, college planning, estate planning, investment planning, risk management, retirement planning and tax management.