Plans to Prosper, LLC
We are a fee-only registered investment advisory firm headquartered in Wexford, Pennsylvania. Plans to Prosper provides personal financial planning and investment advisory services to individuals, families and business owners from all walks of life. Both limited engagement and comprehensive wealth advisory services are available.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.