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The decision to transition your business is not one to be taken lightly. But often we hear advisors say they wish they had done it sooner. Hear firsthand how Prospera provides the flexibility and support for true independence.
Trust: it’s a two-way street…
A company is only as good as the values it’s built on — and that’s why at Prospera, we uphold principles and values of the highest integrity. And it’s because of these standards that we’ve been able to gain the trust of our advisors and help them achieve success. Our 28 Core Fundamentals describe the behaviors that define our unique culture. They are what set us apart and what make us the gold standard in our field.
We’ve got your back
Really, we do. We’re a firm founded on integrity, and since 1982, we’ve been serving advisors with trust and respect. At Prospera, we listen to our advisors, which has helped us build an innovative and industry-leading platform designed to deliver Success Your Way.
More access, less bureacracy
You will find it here. When you call our home office in Texas, you can always expect a friendly voice – not a “phone tree” – on the other end of the line. That’s right: more access to decision makers with less bureaucracy. We’ve got the sophistication of Wall Street married with the warmth of a boutique firm… and our focus is on getting things done.
You're the boss
We listen to you. Prospera was built by advisors, for advisors. It’s really that simple. We’re an independent boutique firm where the advisor leads the charge, defining their own brand of success – and gold standard service is the standard.
Gold standard service. It’s our aspiration and commitment to our advisors. At Prospera, we’re financial professionals serving financial professionals – in fact, every employee is Ritz-Carlton service trained. And with our 2.4-to-1 advisor to employee ratio, getting service right is what we’re all about.
Freedom to grow your business. Freedom to do what is right for your clients. Freedom from a one-size-fits-all megafirm. Our size allows us to be nimble and make quick decisions based on your business needs.
Launch your way
We’re experienced in protocol and non-protocol transitions and we’ve built a turnkey system to make your move as easy as possible. Our transition process is so good, we have a name for it: Launch Your Way.
Everyone has been there – that “a-ha” moment when you know you’re making the right decision. For many of our advisors, their a-ha moment was knowing they’d be a name, not a number. Knowing they’d be at a firm they trusted – and that trusted them. Knowing that they were finding success their way.
Are you ready to work with an independent firm that trusts you? A firm that provides more access to decision makers and less bureaucracy? That has robust and flexible marketing for your business? That lets you choose how to manage your expenses? Sounds like you’re ready to be truly independent.