PRISM Promise
Embarking on any journey is an act of trust, and you deserve to know what you can expect before you take that leap of faith. At PRISM Financial Strategies, our commitment to you is more than just a list of services; it’s a promise of a collaborative partnership. We’ve built our firm around these core tenets, which we’ve also encapsulated in our name.
This is what you can expect when you partner with us:
P – Proactive Planning
We don’t wait for problems—we anticipate them, build ahead, and adjust as your life evolves.
R – Responsive Communication
When you reach out, we’re here. No call centers. No delays. Just real people who know your situation.
I – Integrated Strategy
We coordinate the details—investments, tax, estate, risk—so your financial picture works together.
S – Straightforward Advice
We tell you what we would do in your shoes, without jargon, fluff, or hidden agendas.
M – Measurable Progress
We help you track progress toward your goals with regular reviews, real outcomes, and clear next steps.
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
