Real People, Giving Real Advice, Tailored Around Your Needs
We founded PRISM Financial Strategies in order to provide you value far beyond what traditional financial planning firms offer. We are here to educate, add value and put you in the best possible position to achieve your future goals, not to paint a rosy picture when unforeseen situations arise. We strive to encompass your needs, wants and desires in the most appropriate manner, while creating an enjoyable client experience to last decades.
Our team has a combined experience of more than 70 years in the investment industry. This experience has helped us recognize the importance of treating you as a unique individual and surrounding you with a well-equipped and knowledgeable team. As independent advisors using the Charles Schwab platform, we have the best industry research, technology and solutions available along with the passion to deliver options that align with your personal philosophy to help you achieve your goals.