A Multifaceted Approach to Your Financial Peace of Mind.

Wherever you are on your financial journey, PRISM stands for you.

Welcome to PRISM Financial Strategies

A thought-led independent financial advisory firm unlike any others you may know. We hope you’ll spend some time on our site to find out why.

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We work with a PRISM of different people.

PRISM means different things to different people at different stages of their life. Whether you are a professional, a corporate executive, a business owner, an independent woman, or heading into retirement, we are here to help.

| Prism Financial Strategies | Financial Advisor Denver, Colorado

Find yourself and embark on
***your* *journey ahead >>***

PROFESSIONALS AND CORPORATE EXECUTIVES

For high-achieving professionals navigating demanding careers and complex compensation.

RETIREES

For families preparing to transition into retirement or already navigating it.

INDEPENDENT WOMEN

For women managing major financial transitions—whether by choice or by circumstance.

SUCCESSFUL BUSINESS OWNERS

For entrepreneurs and owners preparing for a liquidity event, transition, or growth.

MULTI-GENERATIONAL FAMILIES

For families managing wealth across parents, children, and grandchildren.

We’re real people, giving real advice, tailored around your needs.

PRISM’s professionals, located in Denver, Colorado each have an average 20 years of experience – that and the varied market conditions we’ve navigated gives us knowledge. The solutions we bring to our clients are rooted in the forward thinking of today with an eye towards tomorrow – that makes us relevant. And, because no one client is like any other, our advice is always bespoke – in short, we’re totally “you-focused”. But we’re more than just a team of skilled independent financial professionals.

We serve individuals and institutions in multiple markets, but we’re Denver based, and proud of it.

We live in your community, probably shop at the same stores as you, ski the same mountains, have children that go to the same school as yours, and eat at your favorite restaurants.

So why do clients rely on us to keep their assets protected from risk and put to work for continued growth? In a single word, trust. Trust that we’ll always put their interests first. Trust in our philosophy that managing money is a great responsibility. Trust that we’ll always attempt to do the right thing.

Trust is PRISM’s lodestar; it’s what has guided us our entire careers.

Industry Leading Awards and Credentials

Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registered investment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, Integrated Partners and PRISM Financial Strategies are separate entities.

Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Disclosures: Firm ADV, Part 2 Brochures | Part 3 Form CRS