Our Values Independence, Integrity, TrustIndependence 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.Integrity empowers us to provide truly objective advice and build solutions for your success. While financial products may come and go, trusted relationships and custom solutions will stay the course. That’s why we create comprehensive and flexible financial strategies that meet the needs of today, while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies.As a team, we will walk beside you through all stages of life’s journey. Whether celebrating successes or navigating uncertain markets, we will work diligently to help you avoid emotional mistakes and stay on the path to financial freedom.