
At Prosperity Advisors, our mission is to uphold the highest standards of integrity, expertise, and trust. We are committed to delivering personalized care to every client, regardless of their financial portfolio's size or complexity.
We understand that each client has unique goals and aspirations. Our approach focuses on crafting customized financial strategies and investment portfolios tailored to your specific needs, helping you make confident and informed decisions.
What We Offer:
We recognize that you have choices when selecting a financial advisor, and we deeply value the opportunity to partner with you. At Prosperity Advisors, we deliver more than financial guidance — we build relationships based on values, adaptability, and shared success.
Extensive Financial Planning
Retirement Planning
Investment Management
Insurance & Risk Management
Estate Planning Strategies
Trust & Estate Accounts
Budgeting
Business Continuation & Succession Planning for Large,
Small to Mid-Sized Companies
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on personalized recommendations and independent guidance.
Minority and Women-Owned Business
Free Consultation
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to pursue them.
2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852
Office - 301-753-7519 Mobile -240-350-7694
Monday - Friday: 9:00 am - 5:00 pm
Saturday - Sunday: By appointment
Prosperity Advisors
2600 Tower Oaks Boulevard, Suite 220 Rockville, MD 20852
Office 301-753-7519 Mobile 240-350-7694
Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CA, DC, FL, MD, NC, TN, WV, VA
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