The Difference the Right Financial Advisor Makes

November 27, 2023

A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.
 
At Prosperity Capital Advisors, we’re here to help by being a planning-first RIA with client best interests in mind. Our nationwide professionals stand by trusted processes and a network of support to serve clients’ diverse needs. For a full list of our advisors, click here.
  This video was created and published by Dimensional Fund Advisors. Learn more about Dimensional Fund Advisors here. The original post was published on November 15, 2023 and can be found here.
 

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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