We are dedicated to helping clients embrace life and prepare for a comfortable future.
The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have a passion for providing clients with investment advice and wealth management solutions. Our purpose, coupled with our commitment to act in each client’s best interest when providing investment advice, 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.
Our team applies a comprehensive and integrated approach to wealth management by taking the time to listen and understand our clients’ unique financial objectives and concerns. We deliver advice and solutions tailored to help clients work toward financial success coupled with one of the most important components – CARE.
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
Each key area is further broken down to hone in on specific ideas and strategies to achieve results which are unique to each client’s needs.
Our core values…
- We genuinely care for our clients as we would our own family
- We champion every client’s goals with honesty and integrity
- We realize trust must be earned
- We place clients’ interests ahead of our own
- We have an unwavering standard of excellence in all that we do
- We are commited to constantly learning
The Prosperity Consulting Group, LLC is a Registered Investment Advisory firm headquartered in Owings Mills, MD with offices in Rockville, MD and Olney, MD. Decades of combined experience and knowledge in the financial planning and accounting industries enable us to provide holistic life planning designed to achieve our clients’ personal goals and objectives.