We are Prism Financial Concepts, an Integrative Planning Firm.
We work at the intersection of business and personal life to help entrepreneurs navigate decisions about capital, resources and investments.
Unlike conventional financial advisors, we tend to your business first, offer a team of expert CXOs and actively involve you in the process.
When you partner with us, you will be more confident, smarter and more decisive.
We Advocate for You By Being...
Doing the right thing for your wellbeing and always holding ourselves accountable to serve as a fiduciary
Striving to learn more about you & the world—and encouraging you to do the same
Going above and beyond to deliver you efficient and effective solutions
Meeting you where you are in life and supporting you with the utmost respect and consideration