Prism Financial is a boutique financial planning firm dedicated to serving hardworking individuals, families, business owners, veterans and medical professionals across the country, with a focus in the greater Philadelphia and Tri-state area.
Above all else, we value creating personal connections with those who seek unbiased, professional financial guidance. Whether you’re still growing your family or enjoying retirement, we understand you have questions about your wealth. Our job is to be your sounding board, confidant and voice of reason through the financial planning process and beyond.
We're open about who we are and the value of our services. There is no account minimum to work with us, as we put our focus on helping people who could benefit from our guidance the most.
Conversations about money can be hard, even uncomfortable at times. We're here to answer your questions as honestly and clearly as we can to help you make educated and empowered decisions.
We've found we work best with those who are eager to learn and excited to grow. While the growth of your assets is important, true financial planning should encompass personal growth as well.
Have a question? Worried about the markets? Feeling financially confident starts with open communication. Anytime you call, we'll be on the other end of the line to address your needs.