The Prosperity Consulting Group, LLC

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Our Story

The vision to build a comprehensive financial planning firm stemmed from our founders who recognized not only a great need – but an immense demand for integrated solutions. Early on, most of our clients were multi-generational business owners who were juggling the demands of running a business, trying to reduce their tax burden and often dreaming of life post business. It was our mission to build a firm where our clients would have a team of trusted advisors to address every area that was crucial in their financial picture – from taxes, to retirement planning, to estate planning.

We understood from the get-go, that our clients are extremely busy and do not have time to decipher confusing industry jargon and financial charts. Therefore, we provide clients with a thoughtful and organized approach to synthesize all the moving pieces of their financial picture into one transparent and clear plan.

We have come a long way since we opened our doors over a decade ago. In addition to our clients who are business owners, Prosperity works with families, women going through a life changing transition, non-traditional families, and institutions. Our mission and dedication, however, remain consistent: to help each and every client embrace life and prepare for a comfortable future.