Investing with a Purpose. Goals Driven Investment Planning.
Message from Founders - Lisa & Daniel Barram
"Your life's work deserves a goal-based plan. With our Prosperity Advisers wealth management approach, you can invest with confidence and live your dreams.
"Whether your goal is Wealth Preservation, Current or Future Income, Capital Growth, or a combination of all of them. We help you clarify your goals and build the path to get you where you want to be now and in the future."
After years of experience working with firms in both the investment and insurance fields, we felt that only a team who had the knowledge and ability to operate independently and offer both investments and insurance solutions would be able to offer complete retirement planning to clients.
We founded Retirement Prosperity Group and Prosperity Advisers, LLC to do just that.
Our Investment Philosophy
At Prosperity Advisers, we believe that your assets deserve a more comprehensive investment strategy. Investment strategies that work when you are accumulating wealth, in your working years, may no longer be appropriate as you near retirement. Or when you enter the distribution phase of your life, where you may be relying on your portfolio for income.
We come to this industry with a personal passion to deliver a different experience to families and individuals we serve, from radically transparent education and meeting processes to a true partnership in their planning and guidance.
An RIA is legally bound to work in your best interest. Under the Investment Advisers Act of 1940, registered investment advisers are held to a fiduciary standard of care. By law, they must ensure that each investment recommendation that they make is in your best interest.
That is why we founded Prosperity Advisers, LLC. Daniel Barram and Austin Benoff are our Investment Adviser Representatives and Larry Swedroe is our Senior Investment Strategist.
Private Markets and Personalized Strategy
In today's ever-changing and sometimes volatile market we believe that the outdated "equity to bond" asset allocations may no longer be enough to achieve client goals. The investment landscape has changed. Private markets are accessible to qualified investors and offer investment opportunities most firms are not yet talking about. We believe that Private Markets may help clients achieve enhanced financial outcomes.
Whether your investment goal is preserving principal, maximizing income or accumulating capital, our investment team will design a strategy to help achieve your long-term investment goals.
Get in Touch!
At Prosperity Advisers, LLC, we will always have time to listen to your challenges and discuss the options to safely map your retirement strategy. For direct questions, please fill out the form or contact us by phone.
Have Questions for Retirement Prosperity Group?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.