About Us

Prosperion Financial Advisors (originally Capital Consulting), founded in 1996, assists clients in every aspect of their financial lives. We provide clarity, capability and confidence in an unbiased approach to help pursue your dreams and financial goals. We work with you to instill confidence and focus on creating a personal strategy that sets realistic objectives.

Powered by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*, Prosperion Financial Advisors strives to help create financial stability, capability, and security for each of our clients.

Why Prosperion?


Our Process – Strategies for Capital Cultivation™

Plan

  • Help clients identify and define goals
  • Communicate our recommendations in a written, understandable format

Nurture

  • Implement each client’s specific plan into action
  • Design and implement a custom portfolio

Monitor

  • Monitor the portfolio, client-life events, and provide high quality service for the life of our relationship
  • Continue to identify:
    • Risks and dangers and work to remove or manage them
    • Opportunities and implement strategies for how to capitalize on them
    • Strengths and help leverage them

* As reported in Financial Planning magazine 1996-2011, based on total revenues.

 

Copyright 2011. Prosperion Financial Advisors. All Rights Reserved.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA / SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI & WY.