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Better Financial Decisions

Begin with a Different Conversation

Start Yours

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.

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:

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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

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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

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Private Family Office

For families seeking a team that understands their financial circumstances and can facilitate wealth across generations

Our Approach

We’re Dedicated to...

Offering
a Flat Fee

Operating as a Fiduciary

Serving Business Owners

Focusing on
Planning First

Ready to Learn More About Us?

Meet Your Team

Already a Client?

Access Your Accounts

We Believe that Visionary Entrepreneurs Haven’t Been Given the Kind of Financial Advice They Need

We’re Committed to Changing That Through a Personalized Financial Services Relationship

Titanic shifts in the industry are causing some financial professionals to move away from personal understanding and objectivity—and towards conflicts of interest and an overdependence on technology.

Empowering You to Make Bold Strides with Your Capital

Our team takes a different approach by marrying empathy with technology. We specialize in offering objective guidance in harmony with your distinct goals and values.

We Advocate for You By Being...

Courageously
Objective

Doing the right thing for your wellbeing and always holding ourselves accountable to serve as a fiduciary

Insatiably
Curious

Striving to learn more about you & the world—and encouraging you to do the same

Exceptionally
Conscientious

Going above and beyond to deliver you efficient and effective solutions

Always
Compassionate

Meeting you where you are in life and supporting you with the utmost respect and consideration

Providing You the Type of Partnership
That Improves Your Outcomes and Brings You Clarity

Discover How

Get to Know the Financial Team
that Empowers You

Your Prism Advisors

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D. Tyler Heymann

Founder / Investment Advisor / Financial Architect
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D. Tyler Heymann headshot

D. Tyler Heymann

Founder / Investment Advisor / Financial Architect

480-661-1236

As visionary leader and CEO of Prism Financial Concepts, I focus on developing and executing strategic initiatives. I am proud to lead a team of professionals to expand our reach and help clients achieve financial success. My unique perspective on adding value for clients continually drives my focus to seek the best and highest use of their capital at all times.

By applying my entrepreneurial abilities and financial acumen, I bring a combination of skills that is rare to find in a traditional financial services business. I have 19 years of experience starting, growing and operating small businesses. Over the last 15 years, my focus has been in the financial management space, including the successful creation, build out and sale of an integrated CPA and investment management firm.

My wife Stephanie and I live in Scottsdale with our children Max and Paige and our Havanese, Charley. On the weekends, I enjoy playing hockey, spending time with family and finding more ways to be ever more productive.

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Bill Luhrs

Partner / Investment Advisor / Financial Architect
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Bill Luhrs

Partner / Investment Advisor / Financial Architect

480-661-1236

I work closely with small businesses, individuals and couples towards financial health and opportunity. In my position as financial architect and investment advisor, I bring 28 years of executive experience leading quality and operations teams at Raytheon, Dell, Emerson, GM, Ford and ABB.

My ‘zone of genius’ is projecting future outcomes through the use of mathematical modeling. By analyzing the current baseline and modeling the effect of variables over time, I’ve helped businesses pinpoint highly accurate factory capacity changes and product warranty costs years into the future. I have taken my big-company modeling experience and applied it to helping small companies become more profitable. I also help individuals and couples get clarity on their financial outlook 40+ years into the future.

I’m a Chartered Retirement Planning Counselor and have a BS in Industrial Engineering and MBA in Marketing. Living in Scottsdale, Arizona, I am happily married with two grown children. When not traveling with my family, I can be found hiking or volunteering in the McDowell Sonoran Preserve.

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Brian Pry

Partner / Investment Advisor / Financial Architect
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Brian Pry

Partner / Investment Advisor / Financial Architect

480-661-1236

As an investment advisor with Prism Financial Concepts, I strive to help my clients attain lasting financial health. With over 10 years of experience in accounting, finance and tax planning, my expertise in strategic tax planning enables me to advise clients to optimize their earnings with long-range goals in mind.

I am also the owner and operator of Pry Accounting PLLC founded in 2013. As a result,I'm intimately familiar with the challenges small business owners face.This successful experience has equipped me with the tools and understanding to develop specific strategies that assist small business owners and entrepreneurs.

I’ve been a Chandler resident for 11 years, where my wife Candace and I are raising Ellie, our 2-year-old daughter and baby, Benjamin. We love traveling and spending time outdoors as a family. I’m an Illinois native and love watching Chicago sports teams in my free time.

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Bryan Pepper

Financial Planner
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Bryan Pepper

Financial Planner

480-661-1236

As a financial planner with Prism Financial Concepts, I work with the advisory team to provide planning based on the needs, goals and objectives of each client. I also develop customized financial plans, create asset allocations and perform retirement and insurance reviews to assist clients.

I’ve had over 15 years of experience in the financial services industry with a particular focus in the areas of family and business financial planning. I obtained the designation of Accredited Asset Management Specialist from the College of Financial Planning and have an insurance license in the state of California. I’m registered with the Securities and Exchange Commission and have passed the Series 7 and 66 exams, and I was also recognized as a Five Star Wealth Manager in 2012 and 2013.

On a personal note, I split my time between Arizona and California, and my wife Heather and I enjoy spending time with our two soft-coated Wheaten terriers, "Hunky" and "Dory."

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Marie Powell

Client Concierge
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Marie Powell

Client Concierge

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In serving as client concierge at Prism Financial Concepts, my top priority is the daily operations of the Prism office. Whether I’m coordinating community events, scheduling appointments or assisting clients with paperwork, I am happy to help when it comes to connecting people and finding answers.

I’ve had over 15 years of experience in client relations and marketing—combining hospitality management with positions in event planning, retail and law. My dynamic experience enables me to understand a diverse range of clientele and work to address their unique concerns.

In my spare time, I enjoy cooking and tackling projects with my daughter, discovering local Arizona restaurants and working on my garden.

We Craft Solutions for Your Life & Business

By Determining the Best and Highest Use of Your Resources

Helping Investors Design a Clear Path Forward

When you’ve found success in your work, you want to know that your hard-earned resources are reaching their full potential. Most forward-thinking investors and entrepreneurs are not only concerned with achieving personal and life objectives-but also with bringing to light the hopes they have for their families, and the world around them.

Our Services

Personal Financial Planning

  • Developing a plan that encompasses every aspect of your finances
  • Successfully intertwining your business with your own resources
  • Organize your finances for easier decision making and clarity

Investment Advisory Services

  • Offering management and advisement with an open-architecture approach
  • Providing investment advice that fits with your unique philosophy

Your Changing Needs
Managed Through A Life Stages Planning Approach

Foundation Stage

  • Build relationships, explore interests and expand financial education by making major purchases and initial investments
  • Understand your money values, and develop investment philosophy

Accumulation Stage

  • Settle in, build your family life, advance your career
  • Balance opportunities and expenses during peak earning years, kids college and caring for aging parents

Realization Stage

  • Clarify your financial path in retirement and begin making retirement decisions
  • Tackle your bucket list and pass on your legacy

As Part of Our Personal Services,

We’ll Walk Alongside You to…

  • Gain perspective on any blind spots
  • Visualize your short- and long-term goals
  • Make informed decisions as new situations arise
  • Educate you on all of your options
  • Connect you with the right financial, tax and legal professionals

Would You Like to Speak with Our Team About Our Personal Advisory Services?

Schedule Time to Chat

Partnering with Entrepreneurs to Accelerate Their Growth

As a micro or small business owner, you face unique challenges. The decisions you make not only affect your business, but they can also impact your family, your team and your business’s long-term projections.

Our team, in conjunction with a close-knit network of professionals, can assist you in finding ways to build your business and increase your income.

We Can Collaborate with You to…

Build equity in your business

Think through capital allocation

Consult on specific business outcomes

Leverage the building process to meet your personal goals

Assemble and oversee your unique professional service team

Leverage a data driven model to understand your operational maturity and identify focus impact areas

Are you a business owner seeking to balance capital to grow your business while meeting your families current financial goals?

Gain from our perspective by downloading our White Paper

Download Now


Discover How We've Helped Businesses Thrive

See Our Case Studies

Transforming Homecoming’s Finances

Learn More

Expanding 3A Automotive and Diesel

Learn More

Transforming Dual Path

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How Can We Help?

Whether you’ve sought fractional CFO services before or this is your first time, our team is eager to help.

Let’s Start a Conversation

Guiding You & Your Family Towards
Financial Health that Endures

Like our business clientele, our wealthy families often seek to establish policies and systems of governance capable of supporting lasting generational wealth.

As Part of Our Family Office Services, We Help You…

Reflect on your core values and vision

Create a family advisory board

Develop a legacy plan

Facilitate conversations with the whole family

Instill tactics focused on sustaining wealth over time

Let’s Map Out Your Family’s Wealth Plan

Schedule Time to Talk

Stay Connected

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Our Events

At Prism Financial Concepts, we believe education is the cornerstone of building a successful investment philosophy and supporting our clients' goals.

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Experience the Difference of Thoughtful Advocacy

Serving Scottsdale, Arizona & Clients Across the Country

We’re the Team that Empowers You in Your Life and Career

Ready to Get Started?

We are happy to arrange a video or phone conference to talk about how you can build a better financial life. Our team is currently working remotely to protect the health of our valued members and clients. The first step is to fill out the submission form below, or reach out to us directly.