DALLAS, Sept. 11, 2025 — Prospera Financial Services (Prospera), a wealth management firm supporting a nationwide network of independent financial advisors, announced today it was recognized as the winner of the Practice Management category in the 2025 Wealth Management Industry Awards. The “Wealthies” is an annual awards program honoring outstanding achievements by companies, individuals and organizations that support financial advisor success.
The award recognized Prospera’s Planning Your Way program, an initiative designed to give advisors flexible options to incorporate paraplanner support into their practices, ranging from one-time assistance with discovery and plan design to ongoing collaboration on client relationships. Services include plan development, presentation support, and consultations on financial planning software selection.
By making professional planning support more accessible, Planning Your Way enables advisors to scale their businesses while continuing to deliver personalized client experiences.
“Planning Your Way reflects our commitment to giving advisors the tools and resources they need to better serve their clients and grow their practices,” said Tarah Williams, President & COO of Prospera. “This recognition affirms that the work we’re doing is not only innovative, but also impactful in helping advisors deliver meaningful, holistic planning to the families they support.”
Prospera – which in 2022 celebrated 40 years of supporting advisors – has previously won seven WealthManagement.com Industry Awards. In 2022, the firm was named winner in the Practice Management category for its Protect Engagement Score, as well as the Chief Executive Officer category for Prospera’s Co-CEOs, David Stringer and Tim Edwards. In 2023, Prospera received the Digital Marketing Campaign of the Year as well as the Service award for broker-dealers under 1,000 advisors for its Virtual Service Associate program.
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, member FINRA/SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018, and 2019. The firm supports Independent Financial Advisors nationwide. For more information about Prospera visit http://www.joinprospera.com/.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business – all from one site. Learn more about the WealthManagement Industry Awards at Events.WealthManagement.com.
Media Contacts
Donald Cutler or Lorene Yue
Haven Tower Group LLC
424 317 4864 or 424 317 4854
dcutler@haventower.com or lyue@haventower.com
