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We are The PRISM Group of North Florida

We are The PRISM Group of North Florida

For centuries, sailing ships used prisms to provide a safe source of  natural sunlight and brighten areas below the main decks. Similiar to this nautical tool, we aim to help illuminate the various areas of ones financial planning landscape. 

Why work with us?

 Our group boasts over 100 years of combined practical experience, all while striving to provide concierge level service. Additionally, we hold various coveted planning designations, which not only elevate our knowledge base but also aim to set us apart from others in the field. We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. From there, we work with you to design a comprehensive and transparent financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way. 

                                              Who We Serve

We work closely with individuals from diverse professional and personal backgrounds throughout the country. These include business owners, real estate professionals,  growing families, retirees and pre and post divorcees. We want to learn more about your personal situation, pinpoint your goals, and understand your tolerance for risk. Open and candid communication are the cornerstones of our successful planning relationships.

Learn more

                                                 Meet the Team

Schedule A Complimentary Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

Thank you!