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Our Firm

Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professionals, and other affluent clients. We utilize a team approach to analyzing and developing a client’s financial plan and investment portfolio. Our recommendations are based solely on your specific needs, circumstances, and goals. The firm is registered as an Investment Advisor with the Securities and Exchange Commission. Our professionals are Certified Financial Planner™ licensees and active members of The Financial Planning Association.

Our Mission

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 work to accomplish this by combining comprehensive financial planning, disciplined investment strategies and completely objective advice. And because we serve a select group of high net-worth individuals and business owners, we are able to offer highly personalized service with attention to every detail. The result is a consistent, well-planned strategy designed to meet the unique needs of each client.

Our Clients

Our clients share in the realization that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow. They are individuals and business owners who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have little desire to manage all of the aspects of their financial affairs. They want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative.

Our Philosophy

Our philosophy is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth. The entire staff of Prism Financial Group, L.L.C. is firmly committed to this philosophy.