Is Prosperitas Financial A Good Fit For You?

Plug your business into our platform and enjoy full mobility — all while building a valuable asset that you own.

Helping Clients & Advisors Prosper

Streamlined Onboarding

Our experienced team will help you transition your clients quickly and efficiently.

Ownership

You own your book of business and are free to take it with you.

Resources

CFP’s, Estate Planning Attorney’s, and CPA’s at your fingertips.

No Growth Minimums

No growth quotas mean you can spend more time with clients and less time worrying about growing.

Succession Agreement

We will buy your book of business if you choose to retire, or in the event of a disablement or death.

Earn More Without Charging More

Prosperitas Financial offers a more competitive compensation structure, offering advisors more revenue without charging clients additional fees.