Prism Financial Group, L.L.C. Email Format

Financial ServicesKansas, United States2-10 Employees

Prism Financial Group, L.L.C. is a financial services firm based at 7101 College Boulevard, Suite 900, Overland Park, Kansas 66210, United States, with a small staff of 2 to 10 employees. It is now part of Aprio Wealth Management, Aprio’s registered investment adviser, delivering fiduciary-based financial planning and investment management as part of Aprio’s national platform. The arrangement is supported by the resources and infrastructure of Aprio, a larger accounting and business advisory firm, providing integrated tax, legal, and advisory capabilities. Investment advisory services are offered through Aprio Wealth Management, LLC, an independent SEC-registered investment adviser. Historically Prism served entrepreneurs, McDonald’s Owner/Operators, and families in the Midwest with personalized wealth management; as part of Aprio Wealth Management, its services are presented within a broader, integrated wealth-management offering.

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