Comprehensive Wealth Management. Simplified.
A destination advisory firm where sophisticated wealth management meets personal attention
You’ve spent your life building something meaningful.
And at Prosperity Capital Advisors, we build relationships and wealth management plans that fully coordinate what you have created. Our experience has shown that when planning isn’t integrated, it creates friction that ripples beyond financial impact. That’s why our purpose is to turn complexity into clarity with your wealth. You can live a more fulfilling and free life knowing confidently that what you built and entrust to us is proactively managed and maximized.
Why Coordinated Financial Planning Makes All the Difference
The financial world is evolving, and so are planning needs. More complexity in your wealth means more can get lost if you are working with multiple professionals — a financial planner here, a CPA there, and an estate attorney somewhere else. Each one is focused on their own piece of the picture. We coordinate it all in one cohesive plan designed to help maximize opportunities, limit unnecessary tax exposure, and let you live the positive impact of what you built.
Entrusted with $4,714,823,904 of our clients’ assets*
Your Financial Plan, Built on Five Key Pillars
True wealth management addresses more than investments. Our Five Pillars of Holistic Wealth Management framework brings financial planning, tax strategy, insurance, and estate considerations into one coordinated plan built around your life.
Our Planning Philosophy: The Bucket Plan®
At the heart of every financial plan we build is The Bucket Plan®, a straightforward, purpose-driven strategy that organizes your assets into three distinct segments: money you need now, money you’ll need soon, and money working for your long-term future. It is the foundation on which every other planning decision is built.
Advanced Planning Capabilities
Through strategic alliances with M Financial Group and Ed Slott and Company, Prosperity Capital Advisors brings institutional-level life insurance capabilities and the nation’s leading IRA and tax planning expertise directly to our clients. These are resources that individual advisors oftentimes cannot access independently.
Our Investment Platform
Prosperity Capital Advisors’ curated investment platform brings together some of the world’s largest institutional asset managers — including Vanguard, BlackRock, and Dimensional Fund Advisors — to construct quality, cost-efficient portfolios tailored to your specific objectives. It gives our clients access to institutional-grade portfolio construction that many individual investors cannot access on their own.
As Seen In
National Recognition
$4.71B+ in assets under management*
Named Among the 50 Fastest Growing RIAs by Financial Advisor Magazine
FA‘s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA‘s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA‘s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2024, to be included in the print edition of Financial Advisor magazine’s 2025 RIA survey. Firms with under $1 billion will be included in FA‘s expanded 2025 online RIA survey. Disclosure: Working with a highly-rated RIA does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of Prosperity or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the firm. Unless otherwise noted, no fee was paid for consideration of any ranking or award.
- SEC-Registered Investment Adviser
- Planning-First. Fiduciary Always.
*Represents Prosperity’s regulatory assets under management as of 03/31/2026. See full disclosure.