Founded by CEO Scott P. O'Brien, Prism Financial Group is an independent financial services firm based in Libertyville, Illinois. The company specializes in providing comprehensive financial planning and wealth management services to individuals, families, and business owners. Their stated mission is to build long-term relationships and guide clients toward their financial objectives through a personalized, values-based planning process. While independent, the firm's advisors are affiliated with Raymond James Financial Services, Inc., leveraging its resources for investment and brokerage services.

Founded in

United States