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.

Streamlined Onboarding

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

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

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

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

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

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

Schedule an introductory call with Scott Zimmerman one of the partners at Prosperitas Financial.