Prosperity Capital Advisors (PCA) is an SEC Registered Investment Adviser (RIA) founded in 2011 to address what we view as the biggest flaw of the financial services industry.
Inherently, financial services professionals sell financial products. Brokers sell investment products, insurance agents sell policies, attorneys sell legal documents, CPAs sell tax returns, and similar services, without any coordination on behalf of the client. This silo-approach can expose the American consumer to risks including gaps in services, overlaps, tax inefficiencies, unnecessary fees, and an underperforming long-term financial plan. With a founding principle of leading with a financial plan, not a product, Prosperity Capital Advisors works to identify and develop congruent financial plans that consider all the areas of an individual’s financial life, while providing advisors the capability to create custom financial and investment plans to help to meet the unique needs and best interests of the individual clients they serve.
Empowering Holistic Advisors
Prosperity Capital Advisors is a planning-first investment adviser whose mission is to support truly holistic financial planning where investments, insurance, tax, estate, Social Security, retirement income and healthcare planning goals are all strategically coordinated and aligned.
We work with a select group of independent financial advisors across the country, providing an array of robust resources, training and support, and an open architecture platform, empowering them to serve as holistic financial advisors to the American families they assist coast to coast.
Prosperity Capital Advisors is part of C2P Enterprises, a holding company comprised of four distinct brands, each in their respective capacity designed to simplify financial planning for advisors and the clients they serve while working in their best interest. Affiliated advisors can gain access to work with one, two or all of the brands when working to provide holistic financial planning.
Our brands include:
Clarity 2 Prosperity: A financial training, coaching and intellectual property (IP) development organization that, for a fee, offers advisors access to turnkey processes for financial planning, practice management and marketing; live events and on-demand training via a university style e-Learning platform; and group and one-on-one coaching and mentoring.
C2P Advisory Group: A fiduciary-friendly insurance marketing organization that facilitates advanced product screening, selection and support for all lines of fixed insurance products.
Valor Capital Management: An SEC registered investment adviser firm operating as a Turnkey Asset Management Program (TAMP), one of 16 approved TAMPS with the exclusive Dimensional Fund Advisors (DFA).