Prism Financial Concepts Announces Transition to Registered Investment Adviser Trek Financial, LLC.

New partnership seeks to elevate the Prism client experience.

Scottsdale, AZ – Prism Financial Concepts is excited to announce a new partnership with Registered Investment Adviser (RIA) Trek Financial LLC. This transition will provide the Prism team with new tools and services for clients, expanding the team’s existing platforms and service capabilities.

“We are very excited to being working with Trek,” expressed D. Tyler Heymann, Founding Partner and CEO or Prism. “This change is going to help us gain back more time for our clients. It is also going to help us expand our existing service offerings and elevate our client experience.”

With over 25 years in business and over $1.7 billion in under management, Trek Financial brings new investment opportunities, operational efficiencies, and comprehensive back-office assistance to support the Prism team.

Prism Financial Concepts is an independent fiduciary which provides a full range of financial and business planning, as well as personal wealth management services for entrepreneurs and business owners. Prism seeks to empower entrepreneurs through advocacy, clarity, context, and advice.

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