Prosperity Capital Advisors

Dedicated to bringing holistic financial and investment planning to American families nationwide, strategically aligning investments, insurance, tax, estate, Social Security, retirement income and healthcare planning into one comprehensive, well-coordinated plan.

Build a Holistic Plan

A Planning-First Registered Investment Advisor

Welcome to Prosperity Capital Advisors

Prosperity Capital Advisors (PCA) is a planning-first, SEC registered investment adviser (RIA) that equips advisors with an array of fee-based financial planning tools and investment options to meet their individual clients’ unique needs. From asset positioning strategies to holistic planning and fee-based planning, Prosperity Capital Advisors is committed to delivering a robust array of resources, tools, training and support to its affiliated advisors so that they can build holistic financial plans in the best interest of their clients.

Discover The Bucket Plan® Best Interest Planning Process

Advisor Solutions

Open Architecture Investment Platform

PCA offers advisors a full-service, open architecture investment platform for advisors to develop investment plans unique to their client’s individual situation. PCA provides affiliated advisors extensive investment management support, including advanced portfolio analytics and reporting, multiple investment managers, product due diligence and selection, advisor trading capabilities, compliance support, and more, allowing advisors to focus on providing unbiased recommendations and wealth management services in the best interest of their clients.

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Latest News

LifeHealth: Bill Richardson Named SVP, Business Development at C2P Advisory Group

C2P Advisory Group, a fiduciary-friendly insurance marketing organization (IMO), announced today that Bill Richardson has been named [...]

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U.S. News & Money: 3 Helpful Rules for Investors as the Dow Goes Up

Check out Clarity 2 Prosperity Executive Vice President Dave Alison on 3 helpful rules for [...]

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Get Started

Ready to deliver holistic financial plans in the best interest of your clients? 
Contact us today to learn more about how to become a PCA advisor today!

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