Our Team & Our Clients

Client Centered

Prism Financial Group, L.L.C. (Prism) is a financial planning firm located in the Kansas City area offering services to a coast-to-coast client base, accommodating those relationships near and far. Prism offers financial planning and investment advice to their nationwide business and personal clients, on a fee-for-service basis.

The Prism Team has provided advice to clients for over 35 years utilizing a team approach in the analysis and development of a financial plan and investment portfolio. Prism recommendations strictly adhere to the fiduciary standard.

In 1999, Prism formed an alliance with Mize CPAs Inc., a large, regional accounting firm with offices in Topeka and Overland Park, KS, as well as, Kindred CPA, LLC of Lawrence, KS. This strategic alliance allows the parties to work as a team and better serve clients in a comprehensive way.