Prosperity Financial Advisors

Our Vision

Prosperity Financial Advisors believes in empowering individuals and families to achieve lasting financial success through personalized guidance, comprehensive planning, and tailored solutions. We are passionate about providing clear communication and fostering strong relationships with our clients.

Our Mission

Our dedicated team combines expertise in investments, planning, and tax strategies to offer comprehensive financial guidance across all aspects of your financial life. We work collaboratively with you to set goals, identify potential challenges, and implement strategies to achieve your desired financial outcomes.

Who We Serve

We specialize in assisting established businesses and families who have already established some foundational planning but require additional guidance to optimize their financial well-being. We understand the unique challenges faced by successful individuals and families and tailor our approach to each client's unique needs and aspirations.

1. Investment & Portfolio Management

• Customized portfolio construction and monitoring
• Risk analysis and mitigation strategies
• Comprehensive financial planning and goal setting
• Regular performance reviews and asset allocation adjustments

2. Retirement Planning & Savings

• Comprehensive plan analysis and optimization
• Contribution strategies and tax optimization
• Retirement income planning and distribution strategies
• Estate planning considerations

3. Wealth Management & Estate Planning

• Investment and wealth protection strategies
• Tax planning and optimization
• Estate planning documents review and update
• Goal-oriented planning for the future

4. Business Planning & Consulting

• Retirement plans for businesses
• Business succession and continuity planning
• Financial risk management strategies
• Financial analysis and reporting

5. Comprehensive Financial Analysis

• Complete review of your financial situation
• Identification of potential areas for improvement
• Development of customized recommendations and action plans

Meet Our Team

Our experienced and passionate team is led by Krysten A. Overly-Armour, an entrepreneur leader and certified financial planner. We also include Katie Scroggin, Director of Operations & Relations, Shelley Phifer, Director of Client Experience, and Drew Wagner, Financial Advisor & CPA.

Our Beliefs

At Prosperity Financial Advisors, we adhere to the following core beliefs:

• Financial success comes from a holistic approach.
• Open communication and client collaboration are essential for success.
• Transparency and accountability are vital to building trust.
• Financial planning is a continuous process that evolves with your life stages.
• We are committed to delivering exceptional client experiences.