Helping you navigate the complexities of your financial journey.
A great journey begins with a mission. Every successful expedition, from a trek up a mountain to a quest for a new world, relies on a guide. At PRISM Financial Strategies, we love serving as your financial guide. Whether you’re an individual or an institution, we’re here to help you navigate the complexities of your financial journey and provide a steady hand, so you can focus on reaching your destination.
We’ve built our firm with a clear vision: to specialize in the unique paths of our clients. This kind of focused commitment allows us to provide deep, meaningful expertise to every client we serve.
P – Professionals & Corporate Executives
For high-achieving professionals navigating demanding careers and complex compensation. We help you make confident decisions around equity comp, retirement plans, and long-term financial goals—so you can stay focused on what you do best.
R – Retirement-Ready Families
For families preparing to transition into retirement or already navigating it. From income planning and tax strategies to legacy and lifestyle decisions, we help you retire with clarity and confidence—not guesswork.
I – Independent Women
For women managing major financial transitions—whether by choice or by circumstance. We provide clarity, structure, and support around your wealth so you can move forward with confidence and control.
S – Successful Business Owners
For entrepreneurs and owners preparing for a liquidity event, transition, or growth. We help turn business success into personal financial freedom—integrating tax, estate, and investment strategies every step of the way.
M – Multi-Generational Families
For families managing wealth across parents, children, and grandchildren. Whether you’re planning your legacy, helping aging parents, or supporting the next generation, we help bring clarity, coordination, and confidence to every phase.
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
