Home Page
MISSION STATEMENT
Provide clients with a defined and transparent strategy based on their individual risk tolerance as well as short, mid, and long-term goals.
Manage financial risk and market volatility through a focus on end-item ownership (i.e., individual stocks, bonds, and cash).
Promote a team-based approach that empowers our specialists and external partners to evaluate problems, provide guidance, and recommend solutions that are tailored toward various client needs.
Establish a fair and level playing field as an advocate for any client, with a standardized fee and service structure applied regardless of client assets. No minimum investment.
PLANNING PROCESS
Step by step summary of the financial planning process with a focus on long-term strategy and growth
CLIENT WORKSHEET
Preparing for your initial meeting with your financial advisor
INVESTMENT PHILOSOPHY
Our unique approach to investing and providing financial advice
SERVICES
Prism Financial is a wealth management and financial advisory service firm based out of Philadelphia, Pennsylvania. It provides fee-based financial planning and investment advice for a range of clients with no minimums. Prism Financial prides itself on a tactical and strategic methodology to financial planning with an individualized approach for the unique needs and goals of clients.