About Prosperity Capital Advisors
A Destination Advisory Firm
Prosperity Capital Advisors originated as a response to the flaws within the financial services industry. It was the brainchild of an alliance of top-tier financial professionals who decided it was time to make a difference.
After years working within organizations with top-down approaches to doing business, our founders recognized a fundamental problem.
The “here’s an idea, now go sell more products” model mostly benefited the company. The advisor came second. And the client, who advisors simply sold a product, always came last.
Then came a more personal reckoning.
A health scare forced our founders to confront a critical truth: A business built on one individual cannot survive without strong processes, people, and purpose. From that point forward, the mission became clear — build something durable, repeatable, and built for everyone it touches.
United by a vision to always do right by the client, our founders set out to turn the old model completely upside down. That meant equipping advisors with the knowledge, support, and resources necessary to deliver comprehensive, value-driven planning.
Our Purpose & Mission
Purpose
Simplify, educate, and empower a prosperous life.
Mission
Educate, train, grow, and support holistic wealth managers so families can achieve true prosperity.
Specialty
Holistic wealth management
Massively Transformative Purpose
Simplify financial planning for 1 billion people worldwide.
What We’ve Built
Today, Prosperity Capital Advisors is the culmination of over a decade of dedication to creating and mastering the fundamentals: tools, resources, training, coaching, planning, products, and processes that help independent, client-driven financial advisors succeed and thrive.
We’ve grown into a collection of leading independent financial services organizations renowned for innovation, advisor collaboration, and client success.
Our leadership team is genuinely invested in your growth as an advisor. We’ve developed hands-on training resources and real-world tools to help holistic wealth managers reach their full potential.
Our Three Uniques — The Bucket Plan®, The Tax Trilogy, and The Teamwork Movement — form the structural backbone of a comprehensive wealth management ecosystem. With these proprietary frameworks, our advisors deliver integrated, differentiating guidance illustrated across the Five Pillars of Holistic Wealth Management.
And we haven’t stood still. Our technology has advanced. Our planning capabilities have deepened. Our investment platform is more sophisticated. Our marketing engine has matured. Our governance structure has strengthened.
And our national footprint has expanded in reach and respect.
Our Core Values
Everything we’ve built reflects five principles we live by every day.
People First
Our advisors, team members, and the families they serve come before everything else.
Innovation 2 Evolution
We are committed to trying new things, learning from what works, and building something better every time.
Ownership Mindset
We hold ourselves accountable for outcomes, not just effort.
Hungry Yet Humble
We seek out the best ideas from across the industry and apply them with discipline.
Positive, Grateful, & Fun
Joy and thankfulness are as important to growth as strategy and systems.
A Defining Chapter
Five respected organizations have since joined us under the Prosperity Capital Advisors brand to forge a completely new path. Each brings its own legacy of trust, excellence, and community impact.
Together, we are amplifying those legacies to carry on for generations.
This integration reflects our deliberate evolution from platform to destination and from collection of capabilities to unified impact.
By combining elite talent, proven processes, advanced planning expertise, and institutional-level infrastructure, we are building something stronger than any one firm could accomplish alone.
Built by Advisors, for Advisors
Since day one, that foundational belief has steered everything we do. We believe success is amplified through the strength of community. We’ve cultivated a network of elite professionals with diverse backgrounds, specialties, and business models to ensure there’s something for everyone.
While strategies evolve and firms unite, our purpose remains constant: to deliver exceptional client experiences, to elevate advisors, to empower team members, to simplify planning, and to multiply success.
The next chapter will be our most ambitious yet. And the best is still to come.
