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