About
Bea Mukherjee, President
Bea is an experienced financial advisor for over 25 years with a proven track record. She works in a fiduciary capacity with her advisory clients, Bea's clients’ interest always comes first. Bea has been working with the community and helping her clients pursue their financial goals, Bea strives to explain things in a clear and concise way for the benefit of her clients, regardless of their investment experience.
Bea’s passion is to guide her clients to their financial independence. Bea is an avid traveler, loves art and animals. Bea lives in North Potomac, MD with her husband and has two grown daughters, a cat and a dog.
Who we are
Mission Statement
At Prosperity Advisors, our mission is to uphold the highest standards of honesty, experience, and trust. We are dedicated to serving every client with the same level of care, regardless of their size or wealth.
We recognize that each client has unique goals and dreams. Our role is to guide them in making sound financial and investment decisions by creating customized portfolios tailored to their individual needs.
We achieve this mission by providing comprehensive financial planning and advisory services designed to help clients reach their objectives.
Areas of Expertise
- Extensive Financial Planning
- Retirement Planning
- Investment Management
- Insurance & Risk Management
- Estate Planning Strategies
- Trust & Estate Accounts
- Business Continuation & Succession Planning for Small- to Mid-Sized Companies
Why Us?
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 impartial guidance.
Minority and Women-Owned Business
