Welcome to Prosper Financial Advisers

Always Fee-Only, Always Fiduciaries


If you are looking for unconflicted personalized guidance and transparent fees, you’ve come to the right place. Prosper Financial Advisers is a fee-only investment management and financial planning firm. Our advisers are fiduciaries committed to acting in the best interest of our clients, so when you come to us for guidance, you can be certain that we are focused on you and your needs.

As fee-only advisers (not to be confused with fee-based), we sell no products and receive no compensation from anyone other than our clients. If you are our client, we work only for you. We also are very upfront about our fees, so that our clients know how much our services cost before any work begins. 

Our advisers are CERTIFIED FINANCIAL PLANNER™ professionals with many years of experience and broad knowledge about investments and financial planning. We strongly encourage a holistic approach to your investment and financial planning because neither can be complete without the other.

While our primary office is in beautiful St. Petersburg, Florida, we serve clients across the Tampa Bay area, the state of Florida, the United States and abroad. Thanks to 21st century communications, distance is not a hindrance to getting prudent financial advice!  

This website is here to help you learn more about who we are and how we serve our clients. You’ll also find information to help you learn about basic concepts of financial management. We hope you will often visit the site. Feel free to put us on your “Favorites” list!