Our Firm

Our purpose is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being. We are focused on helping our clients build, preserve and maximize their wealth. We 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. This results in a consistent, well-planned strategy designed to meet the unique needs of each client.

Our Values

Independence is everything. Free from the constraints of outside interests, Prism Financial Group operates exclusively on your behalf. We believe that our clients deserve the highest standard of care possible- the Fiduciary Standard. As your fiduciary, we are dedicated to serving your best interests in every way. Placing your needs above our own, we strive to grow and protect your wealth so you can focus on what matters most.

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 Commitment

At Prism Financial Group, our commitment is simple. We believe that planning should inspire confidence, not confusion. Since founding our firm, we have made it our mission to instill true financial confidence in clients and empower them to live the life they’ve always imagined. As your advocate, we make it our mission to simplify and strengthen your financial life so you can focus on the things you value most. While providing the highest level of personal attention and service, we deliver the sophisticated financial strategies that your lifestyle deserves.