Founded in 1989 by John J. Moughty, Prosperity Planning, Inc. is a registered investment advisory firm dedicated to helping clients achieve their financial goals. The company operates as a fee-only fiduciary, meaning it is legally obligated to act in its clients' best interests and is compensated solely by its clients, not through commissions. Their services encompass personalized financial planning, retirement planning, investment management, and estate planning, with a mission to provide unbiased, expert advice to guide clients toward financial independence.

Founded in

Canada