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PRISM Financial Strategies

A Multifaceted Approach to Your Financial Peace of Mind.


Fiduciary Oath


We believe in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles:

  1. We will always put your best interests first.
  2. We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  3. We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.
  4. We will avoid conflicts of interest.
  5. We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

Why PRISM Financial Strategies?

Our name PRISM has two meanings to us. The first focuses around our firm taking a multifaceted approach to managing your financial lives. We focus our time and energy on you and your goals in order to create a thoughtful financial plan designed around you. Secondly, PRISM is an acronym that stands for our values and promise to you.