Empowering Savvy Entrepreneurs to
Make the Best Use of Their Capital
Prism Financial Concepts is a financial planning firm dedicated to providing financial education and value-driven guidance to the business owners and families we partner with. Our team is motivated by your success, eager to help you make a difference—and is transforming the way individuals like you have received wealth advice in the past.
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Are You Looking to Make a Meaningful Impact
Through Your Work or Business?
Lifelong learners have a few things in common. You not only strive to understand the depths of the world around you—you also want your impact to actively reflect what you learn. We help civically engaged business owners create change with their capital through 3 core services:
Personal Financial Planning & Investment Advisory Services
For individuals who want to bridge their personal finances with their career—and align their deepest values with their wealth strategy
Fractional CFO Service for Business
For business owners looking to clarify their business goals, develop a system to forecast their outcomes and create a tax-aware financial plan that leverages their opportunities
Private Family Office
For families seeking a team that understands their financial circumstances and can facilitate wealth across generations