PROSPERITY FINANCIAL GROUP

Overview

Prosperity Financial Group is an independent Registered Investment Adviser organized as a limited liability company that focuses on individual and family clients. The firm’s advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Investment activity tilts toward liquid public equities—exchange-traded stocks and ETFs serve as the core building blocks of client portfolios—while the adviser supplements equity exposure with third‑party real estate allocations and insurance‑linked products where appropriate. The firm charges a mix of percentage‑of‑AUM and fixed fees and maintains an affiliation with an insurance company, which helps explain a continued use of annuities alongside mutual funds and managed equity strategies. Prosperity Financial Group is not an active ESG investor, is not registered as a multi‑state adviser, and is not structured as a capital allocator; ownership is held by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices