800 Red Brook Boulevard, Suite 300 Owings Mills, MD 21117 Owings Mills, Maryland - 21117
United States Phone: 4433637211 Website: http://www.prosperityconsult.com
The Prosperity Consulting Group, LLC was formed from a large regional accounting firm founded in 1949, with an expertise developed by serving thousands of clients within the Mid-Atlantic Region. We understand that your trust in us as your advisor is the key factor in reaching your personal or business financial goals. Our advisors take a proactive and holistic approach to produce sound financial plans for our clients. We are committed to upholding the same high ideals and standards we established in the accounting industry, with a firm and unwavering commitment to insight, integrity, objectivity, clarity, and ethics,
Our commitments are reflected in our staff development. We seek to identify and employ team members that:
Are honest, team-oriented and highly skilled professionals Are accountable for their actions and take ownership of their projects Are eager to grow with the firm and desire to learn new skills Treat each other with respect and dignity Are innovative in their ideas and solutions to complex problems
To provide peace of mind through in-depth financial planning to help clients achieve their personal goals and objectives.
The Prosperity Consulting Group was founded in 2000 with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions.
Our team applies a comprehensive and integrated approach to wealth management by taking the time to listen and understand our clients’ unique financial objectives and concerns. We deliver advice and solutions tailored to help clients work toward financial success coupled with one of the most important components – CARE.
We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass:
Each key area is further broken down to hone in on specific ideas and strategies to achieve results which are unique to each client’s needs.
We believe in:
The importance of our clients’ dreams Putting our clients first Asking a lot of questions Fully explaining so you feel empowered, comfortable and confident Providing a comprehensive and holistic approach to wealth management and financial planning Proactive communication Fresh ideas Education Transparency Taking ownership and responsibility for your wealth management needs Providing you with a team that is 100% dedicated to creating a plan that fits your wealth management needs
The Prosperity Consulting Group, LLC is a registered investment advisory firm headquartered in Owings Mills, Maryland with offices in Rockville, MD and Olney, MD. Decades of combined experience and knowledge in the financial planning and accounting industries enable us to provide holistic life planning uniquely designed to achieve our clients’ individual and personal goals and objectives.
The Prosperity Consulting Group, LLC, a Registered Investment Advisory firm serving the Mid-Atlantic Region, is pleased to announce that our advisors, Donald N. Hoffman, Donna C. Gestl, Lauren M. Rebbel and Linda L. Stapf have been named Five Star Wealth…