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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.

As Featured In:

Money Savage Podcast

Advisor Magazine

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

illustration of person on laptop chatting with advisor

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

D. Tyler Heymann Photo

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

Schedule a Call With Tyler

As the Visionary leader and CEO of Prism Financial Concepts, I focus on the development and execution of strategic initiatives to grow the company.  Fed up with the “business as usual” attitude of the financial advisory community at large, in 2016 I set out to accomplish three things: eliminate conflicts of interest that exist in the FA industry; realign advisor compensation with customer value; and change the conversation that advisors have with their clients to support a best and highest capital allocation mandate.

My recent whitepaper “The Investment Paradox of the Entrepreneur” speaks to the practical aspects of the change I advocate for, and throughout my career I have advised thousands of business people on the benefits of thinking differently. I also serve on the board of the Arizona EO Accelerator Program, mentor Arizona Commerce Venture Ready participants, and sponsor programs like Arizona Start-up Week. 

 A believer in living a well-rounded life, I also dedicate time to coaching ice hockey (as a Pinnacle High school Division 3 ice hockey coach) and I’m an avid supporter of social and communal causes that enable greater safety and security for children and empower financial literacy across the Arizona community. My wife Stephanie and I live in Scottsdale with our children Max and Paige and our Havanese, Charley.

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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

Schedule a Call With Brian

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 have also served as an owner and managing partner of an Arizona-based CPA firm since 2013. As a result, I'm intimately familiar with the challenges small business owners face. This experience has equipped me with the tools and understanding to develop specific strategies that assist small business owners and entrepreneurs.

My wife Candace and I are raising our daughter Ellie and our son 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. We make it a priority to take frequent trips to the beach (usually San Diego) where I hope to retire someday.

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Bryan Pepper

Financial Planner
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Bryan Pepper

Financial Planner

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Schedule a Call With Brian

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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Schedule a Call With Marie

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.

Our Business Support Consultants

Teresa Marzolph headshot
 

Teresa Marzolph

HR / Culture

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Tyler Heymann headshot
 

Tyler Heymann

Strategy

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Stephanie Sims headshot
 

Stephanie Sims

Capital Raising

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Brian Pry headshot
 

Brian Pry

Tax Strategy

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Jerry Smith headshot

 

Jerry Smith

LEGAL

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Matt Blanton headshot
 

Matt Blanton

Execution

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Bill Luhrs headshot
 

Bill Luhrs

Finance

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Tim Lenz headshot
 

Tim Lenz

Technology

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Dave Busse headshot

Dave Busse

Real Estate Finance

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George Grombacher headshot
 

George Grombacher

Retirement Benefits

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Adrienne Lloyd headshot
 

Adrienne Lloyd

Workforce Engagement

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Bryan Pepper headshot
 

Bryan Pepper

Financial Planning

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Scott Cantrell headshot
 

Scott Cantrell

Growth Strategist

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Tom Murphy

Operations

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Nick Mulholland

Technology Systems

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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

Enter your information for access to our whitepaper, "The Investment Paradox of the Entrepreneur"


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

Learn More

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.