It’s not exactly
WHITE GLOVE SERVICE
because we aren’t afraid to dig in and get our hands dirty finding solutions for our advisors.
Why Prospera
As a boutique broker-dealer, we’re proud of the commitment and agility we provide to
entrepreneurial financial advisors. But true to our Texas roots, we believe some things are better
when they’re big – like independence, flexibility and support.
“If you're really motivated by doing what's right for your client and going down that path, I would say the independent channel is the way to go.”
David LittleLittle & Associates Wealth Management
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“There’s more than one way to be successful in this environment… We were free to go down our own path.”
Ari BaumEndurance Wealth Partners
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“We like having the ability to pick up the phone and talk to a familiar voice. Our needs are recognized here and we feel like part of the team.”
Carolyn FrenchLiveOak Wealth Advisors
Learn more about Prospera’s bigger breed of independence, flexibility and support.
WHY PROSPERAResources
IN THE NEWS
Boutique Independent Broker-Dealer, Prospera Financial Services, is Proud to Announce the Affiliation of Cascade Wealth Management, Adding $420M in AUM
August 26, 2021
IN THE NEWS
Prospera Featured in Wealth Solutions Report: Mid-Sized IBDs Can Stand Out
July 16, 2021
FROM THE BLOG
Balanced or Burned
September 22, 2021