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Prosperity

Owings Mills, MD
Website:
https://prosperityea.com/
133777
Owings Mills, MD
Website:
https://prosperityea.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$2,913,821,221
Fee model
Hybrid Legacy
Number of employees
52
Custodians
Pershing
Schwab
Description

Prosperity is a wealth management firm with over 20 years of experience, specializing in personalized financial planning and investment management for high-net-worth individuals and families. Known for its client-centric approach, the firm consistently earns high client satisfaction ratings. Prosperity is the result of the strategic combination of five firms, now wholly owned by EisnerAmper Wealth Strategies, LLC. Originally established over 30 years ago as EisnerAmper Wealth Management (EAWM), the firm expanded in late 2021 with the addition of CPA Financial Group in Philadelphia. In the fall of 2022, Lurie Wealth Advisors of Minneapolis and The Prosperity Consulting Group in Owings Mills, MD, joined forces, further strengthening its expertise. Most recently, HPG Wealthcare in Raleigh became part of the firm in January 2024. A key driver of Prosperity’s growth and strategic expansion has been its strong connection to accounting partners, reinforcing its commitment to delivering comprehensive financial solutions.

Locations

13099 S Cleveland Ave Ste 200 Fort Myers FL 33907
505 S Flagler Dr Ste 900 West Palm Beach FL 33401
305 Fellowship Rd Ste 200 Mount Laurel NJ 8054
10065 Red Run Blvd Ste 200 Owings Mills MD 21117
2501 S Wayzata Blvd Minneapolis MN 55405
Private Residence Indian Land SC
130 N 18th St Ste 3000 Philadelphia PA 19103
2501 Wayzata Blvd Minneapolis MN 55405
Private Residence Dallas TX
733 3rd Ave New York NY 10017
111 Wood Ave S Ste 110 Iselin NJ 8830
1500 Sunday Dr Ste 300 Raleigh NC 27607

Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Insurance
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Executive Compensation Planning
Family Office Services
Exit Planning / Investment Banking Services

Recent News

Michele Martin Named a “Top Woman in Finance”
Prosperity is pleased to announce that its president, Michele Martin has been named to Finance & Commerce’s prestigious list of “Top Women in Finance” for 2023.
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N/a
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Acquisitions

Number of Acqusitions
4

Success

Partner Success Story Data
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N/a
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
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00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
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00:53
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Acquisition Model

Acquisition Type
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
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Data Room

Investment Management
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Match confidence
N/a
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Prosperity's Ideal Partner

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Hybrid Legacy
Permits seller as PM
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Pershing
Schwab
Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Insurance
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Executive Compensation Planning
Family Office Services
Exit Planning / Investment Banking Services