Based in the Kansas City area, at Prism Financial Group, L.L.C., we have the privilege of managing over $400 million in assets, while proudly serving over 300 families across the United States. We are an independent advisory firm offering comprehensive financial planning and investment advice on a fee-for-service basis, to both business and individual clients. We strive to make our services and personal attention to clients, a defining quality that sets us apart from our competitors. We believe our professional success is based on us caring about, and being sensitive to each of our clients' unique situation, needs, and concerns, while providing a high level of expertise. Through our team approach, we are dedicated to helping our clients make smart financial decisions to help build, preserve, and maximize their wealth and probability of success, so they can focus on what matters most to them.
Become a Client
Becoming a client with us is as easy as it is rewarding. Click Here to fill out our profile form and send to us via email at info@PrismFG.com or regular mail.
At Prism Financial Group, L.L.C., our mission is to give our clients the peace of mind they are seeking with their financial affairs. We are dedicated to helping our clients build, preserve and maximize their wealth.
We understand that everyone has different financial needs. To provide our clients with the highest possible level of service, we leverage the knowledge and experience of our entire team to develop comprehensive financial planning, disciplined investment strategies and completely objective advice.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.