Prism Financial Group, L.L.C. is a premier wealth management firm that takes great pride in our pledge to provide “Exceptional Service – Trusted Advice” for our clientele of business owners, professionals and other affluent individuals and families. Our team of financial professionals provides unbiased, results-oriented advice. Our firm continues to grow through referrals from existing clients and our relationships with accounting and estate planning professionals. We utilize a team approach to analyzing and developing a client’s financial plan and investment portfolio. Check out the background of firms and investment professionals on SEC's Investment Adviser Public Disclosure site. https://www.adviserinfo.sec.gov/IAPD/Default.aspx Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this page.