A complete list of active advisors currently associated with Prism Wealth Management

Warmer can help you find a great advisor at Prism Wealth Management or one who fits your needs even better.

Prism Wealth Management works with individual and high-net-worth clients, providing discretionary asset management and comprehensive financial planning. The firm places client assets on third‑party sub‑adviser platforms (including AE Wealth Management) and uses a co‑advisor relationship (Gradient Investments) to deliver ongoing portfolio management and planning services, with financial planning offered at no additional cost. Prism delegates portfolio implementation to sub‑advisors while retaining discretionary authority to select and monitor model portfolios, and it uses fundamental analysis and Modern Portfolio Theory in constructing client allocations. Client accounts are reviewed at least quarterly for rebalancing and tax‑loss harvesting opportunities, and some strategies are managed as separately managed accounts in which sub‑advisors may employ derivatives. Compared with peers, Prism is distinguished by a formal affiliation with an insurance company (Prism Annuity & Life Co., LLC) and by advisors who also operate as licensed insurance agents—an activity that represents a material outside business and is disclosed and mitigated in firm policies. The firm also participates in fee‑sharing and incentive arrangements with its co‑advisor, maintains roughly $75.8 million in discretionary assets under management across two advisors, and retains the authority to hire and terminate sub‑advisors on behalf of clients.

To learn more about the advisors currently working at Prism Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.