Daniel Barram,
RICP^® WMCP^®

Daniel is dedicated to helping individuals, families, and business owners feel confident about their financial future, no matter what stage of life they’re in. As the co-founder of Retirement Prosperity Group and Prosperity Advisers, LLC, Daniel believes that financial planning should be about much more than just investments; it should be a holistic process that brings together wealth management, retirement planning, tax strategies, and estate planning in one seamless experience.

With his expertise as both a Retirement Income Certified Professional® and a Wealth Management Certified Professional®, Daniel leads his team in creating customized, easy-to-understand plans through their signature Retirement Prosperity Roadmap™ process. He takes the time to truly get to know each client, ensuring every recommendation fits their unique needs, goals, and values.

Daniel is a fiduciary, meaning he always puts his clients’ interests first. He works closely with tax and estate professionals as your financial quarterback, making sure every part of your financial life is working in harmony. His experience goes beyond traditional investing - he offers access to advanced investment options and private opportunities that were once reserved only for the ultra-wealthy, bringing new possibilities to everyone he serves.

Having seen how incomplete planning can leave gaps, Daniel and his wife Lisa built their firms to provide a full range of solutions, so no matter where you’re starting, there is a path forward. Whether you’re planning for retirement, building wealth for your family, or looking for ways to reduce taxes as a business owner, Daniel is committed to simplifying the process and helping you build lasting prosperity with clarity and confidence.

At the heart of Daniel’s philosophy is a belief that financial planning should provide clarity, confidence, and opportunities for every stage of life. By integrating advanced investments, forward-thinking strategies, and coordinated planning, he helps families and business owners protect, grow, and enjoy their wealth, now and for generations to come.