Scale your business with process-driven, predictable success.

We help financial advisors build scalable and sustainable holistic wealth management practices. We’ve cracked the code and made it our mission to share it with ambitious advisors like you so you can focus on serving your clients to the fullest.

Our Business Is to Build Your Business

At Prosperity Capital Advisors, we’ve built over a decade’s worth of financial advisor training programs, tools, resources, coaching, planning, products, processes, and certified financial planner services to help independent advisors succeed.

We’ve designed the following three core products to help you simplify planning, multiply your impact, and build a firm that scales:

The Bucket Plan®

Our signature three-bucket approach simplifies financial planning for you and your clients.

The Tax Trilogy

A comprehensive tax approach helps set your firm apart from other wealth management providers.

The Teamwork Movement

Our practice management program teaches you how to scale your firm, attract and retain top talent, and plan your succession.

Advise Better, Earn Better, Live Better

Our purpose is to educate, train, grow, and support holistic financial advisors like you so families can achieve true prosperity.

Advisory Solutions

Prosperity advisors are focused, dedicated, and otherwise all-in.

When you partner with us, you can access a complete ecosystem of solutions: investment solutions, insurance products, proven processes, coaching, and training programs designed for holistic wealth managers.

This exclusive community gives you the tools to excel independently. Meanwhile, you connect with an elite, mastermind network of like-minded financial professionals.

Full-Service RIA

We work with a select group of investment advisor representatives to help you grow in your planning and investment capabilities.

Asset Management/TAMP

Our asset management platform allows you to enter an institutional relationship with us via a sub-advisory agreement.

Marketing Agency

Our exclusive, financial advisory-only marketing agency acts as an extension of your firm to drive more business with tailored marketing solutions.

Insurance Platform

Our best interest-focused Insurance Marketing Organization (IMO) facilitates advanced product screening, selection, and support.

Training Programs & Tools

We offer turnkey financial planning, practice management, and marketing processes.

Discover Your Path to Prosperity

Every advisor we support is united by a single mission: serving families with holistic, best-interest planning. However, no two firms or advisors are the same, and how one operates within that mission is up to them.

Whether you want to remain independent or integrate into something bigger, we meet you where you are and grow with you.

Two Paths, One Mission

Prosperity Partner

Multiply client impact — multiply your value.

This is the path for advisors who want to scale further, grow faster, and have greater impact, backed by a national all-star team.

Prosperity Entrepreneur

Retain your independent brand. Tap into our offerings.

This path is ideal for firm owners who want to remain independent while surrounding themselves with tools, systems, and teams they wouldn’t have access to without us.

Hear from our partners about the success they’ve experienced within their firms as a direct result of working with Prosperity Capital Advisors.

A Wealth of Expertise

Download our guides and find out how Prosperity Capital Advisors can help you grow your business as a holistic financial advisor.

Is Your Advisor Firm Structured To Prosper?

Learn how to structure the right advisor career path to help ensure your practice can thrive:

  • Operate at peak performance, even when you’re away from the office.
  • Build up future rainmakers in your advisor group.
  • Create the right succession plan that fits your future retirement plans.

Download the Advisor Career Path Guide

Download our Advisor Guide to learn how to successfully implement the right tax strategy for your financial practice:

  • Expand your offerings with tax-forward holistic financial plans.
  • Build working relationships with tax planning professionals in your market.

Download the Tax Planning and Management Guide

The Bucket Plan® Best Interest Process helps you grow your business by crucial steps:

  • Implement a simplified holistic financial planning process.
  • Use step-by-step tools that help educate your clients.
  • Potentially increase your closing ratio with consistent planning procedures.

Download The Bucket Plan Framework Guide

Resources to Help You Succeed

Dig into the tools, information, and training you need to succeed. From advisor guides to live webinars, we’ve got you covered.

Industry News

Read trending topics and industry updates for holistic financial advisors, tax professionals, insurance marketers, and business owners.

Guides

Access a wealth of continuously updated insights and educational resources to cultivate and automate your firm.

On-Demand Webinars

Don’t miss any webinars or presentations, where we discuss best practices for financial advisors to grow their business.

Training Events

Find a broad selection of events that cover everything from proven scalable processes to holistic planning strategies.

See How We Serve High-Net-Worth Families Directly

Your clients can access the same holistic wealth management philosophy that drives your practice. Visit our client-facing site to see how Prosperity Capital Advisors serves high-net-worth individuals and families.