Prism Financial Group, L.L.C. Employee Directory

Financial ServicesKansas, United States2-10 Employees

Prism Financial Group is now part of Aprio Wealth Management, Aprio’s registered investment advisor, providing fiduciary-based financial planning and investment management services complementing the firm’s broader tax, legal, and advisory capabilities. As Prism joins Aprio’s national platform, our commitment to helping clients protect and grow their wealth is stronger than ever. Backed by the resources and infrastructure of a top 25 accounting and business advisory firm, Aprio Wealth Management provides objective guidance, strategic insight, and long-term value across generations.  

For decades, Prism has delivered personalized financial planning and wealth management services to entrepreneurs, McDonald’s Owner/Operators, and families across the Midwest. Now, as part of Aprio Wealth Management, we’re simplifying the complexities of wealth management as one team.

Investment Advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy discussed here.

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