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We take great pride in our business, our clients and our employees. Baltimore Business Journal recently named The Prosperity Consulting Group one of the Top 25 Financial Planning firms in the Baltimore region and our investment adviser representatives are recognized annually for their outstanding service.

The Prosperity Consulting Group supports the success of our investment adviser representatives. We have helped investment adviser representatives find their voice, grow their practice, build their brand and be more successful. You will find incredible opportunity at The Prosperity Consulting Group.

Together, We Will Build a Legacy

We value our investment adviser representatives and take pride in recognizing their outstanding talents. We provide a collaborative environment and supportive atmosphere for investment adviser representatives to receive the resources they need to reach their goals. As an investment adviser representatives at The Prosperity Consulting Group, you will truly have your voice heard.

The Prosperity Consulting Group offers:

  • A competitive compensation package
  • An opportunity for ownership in the firm
  • Structured buy-out options upon retirement

Your Vision

Your Practice

Your Future

Unique Set of Resources

  • Our Transition Team provides a dedicated process to facilitate seamless integration
  • While our investment adviser representatives have the freedom to manage client accounts, the Investment Committee is available as an additional resource to review client investments and conduct independent research for investment adviser representatives regarding specific investments and funds
  • Refine your personal brand and reach your marketing goals with the help of our Marketing Team
  • We have invested in sophisticated technology allowing your daily operations to be convenient, integrated and efficient

Let Us Help You Get There

Investment & Financial Planning Support

The Prosperity Consulting Group provides investment adviser representatives with investment and financial planning support, allowing investment adviser representatives to have the time and flexibility they need to succeed in serving their clients.

The Financial planning team assists investment adviser representatives by preparing:

  • Retirement analysis – aids clients in understanding the power of spending, saving, taxes and inflation congruent with financial goals & objectives
  • Social security analysis – outlines strategies to maximize client benefits
  • Distribution planning
  • Charitable giving strategies

The Insurance team reviews life insurance policies and proposes alternatives compatible with clients’ goals and estate planning needs.

Estate Planning Support

Estate Planning is a vital component of your clients’ financial plan. Our estate planning specialists assist investment adviser representatives as they help clients address the following goals and concerns:

  • Transferring wealth to specific individuals and/or charities
  • Reducing tax burdens
  • Protecting an inheritance from marital commingling
  • Protecting an estate (and a beneficiary’s estate) from creditors
  • Protecting a beneficiary from their own spendthrift nature
  • Caring for a special needs beneficiary
  • Planning for minor children
  • Leave a philanthropic legacy / perpetual gifting strategies

Enhanced Client Service

401(k) Support

Our 401(k) team, including an Accredited Investment Fiduciary®, provides ongoing support for investment adviser representatives. As a Registered Investment Advisory firm, our investment adviser representatives have the ability to act as co-fiduciaries for their clients.

The 401(k) team helps investment adviser representatives provide value to business owners and companies by:

  • Analyzing clients’ current 401(k) plans by reviewing adoption agreements, 408(b)(2) fee disclosures, compliance testing and current funds and balances to compare costs and ensure compliance
  • Evaluating clients’ current fiduciary practices to ensure compliance
  • Designing transparent 401(k) plan proposals in compliance with changing regulations
  • Providing ongoing employee education

Individualized Marketing Suport

From developing client marketing materials to boosting your presence in the media, the marketing team is here to:

  • Enhance communication with your clients through direct marketing
  • Establish a public relations strategy
  • Design marketing materials
  • Establish a social media presence
  • Publish a blog or create a podcast
  • Develop a niche market segment
  • Host seminars and events for your clients

Develop Your Strategy

Develop Your Market

Develop Your Brand

Flexibility in Your Practice

Advanced Technology

From developing client marketing materials to boosting your presence in the media, the marketing team is here to:

  • Client Portal provides a safe place for clients and investment adviser representatives to exchange documents
  • Cloud based programs allow investment adviser representatives to serve clients and access documents remotely
  • Esignature
  • In-house IT support

“Believe you can and you’re halfway there.”

-Theodore Roosevelt

Maximize your potential and demand excellence for yourself and your clients by aligning with a partner committed to your goals and vision.

Let’s talk.

Dare To Dream

Dare To Build

Dare To Achieve

Building Relationships | Delivering Success®
The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
800 Red Brook Boulevard, Suite 300
Owings Mills
Maryland
21117
United States