Every independent financial advisor is different. That’s why our motto, Success Your Way.TM, is put at the forefront of everything we do. Maybe you want to work with attorneys or CPAs on a referral basis. Or you want to be your own portfolio manager and build your own models. Whatever your vision for success, you decide. We’ll make it happen.
Encouraging personal and professional growth—your way
Prospera not only allows, but cheers on creative, personalized entrepreneurial thinking by our advisors. There is nothing that gives us greater joy than seeing our advisors reach their full potential—no matter what that looks like to you. As a firm built by advisors, we understand the challenges and opportunities you have as a professional business owner. Chances are that if you are already independent, you are not quite as independent as you would like to be. And that’s why we’re here.
In a profession based on objective advice, true independence offers many choices intended to benefit an independent financial advisor and their clients. Click here for an overview of the independent financial advisor and broker-dealer relationship.