Founded in 1993, Prosperity Planning, Inc. is a Registered Investment Adviser (RIA) that provides comprehensive financial planning and wealth management services. The firm operates on a fee-only basis, ensuring that its advice is unbiased and aligned with the clients' best interests, as mandated by its fiduciary duty. Their core services include retirement planning, investment management, estate planning, and tax strategies, all tailored to help individuals and families achieve their long-term financial goals.

Founded in

United States