Flexibility

Receptive to change.  Adaptable.  Nimble.  These are just a few words that our advisors use to describe us. Because Prospera doesn’t try to be all things to all people, we are able to offer every advisor a flexible, innovative platform of products and services that enhance your client experience.

We shape our products and services around your goals

No matter what your dreams are or how you define success, Prospera provides the flexibility to customize our offering for you. Whether you would like to tap into our practice management system, need help setting up a fee-based model or want to work with your own money-manager from home, we have experts to help.  Because we are a boutique, privately owned firm, we get to know each and every one of our clients so that we can focus on you and your goals and provide the customized tools and support you need.