About

The Prosperity Consulting Group, LLC was formed from a large regional accounting firm founded in 1949, with an expertise developed by serving thousands of clients within the Mid-Atlantic Region. We understand that your trust in us as your advisor is the key factor in reaching your personal or business financial goals. Our advisors take a proactive and holistic approach to produce sound financial plans for our clients. We are committed to upholding the same high ideals and standards we established in the accounting industry, with a firm and unwavering commitment to insight, integrity, objectivity, clarity, and ethics,

Our commitments are reflected in our staff development. We seek to identify and employ team members that:

Are honest, team-oriented and highly skilled professionals
Are accountable for their actions and take ownership of their projects
Are eager to grow with the firm and desire to learn new skills
Treat each other with respect and dignity
Are innovative in their ideas and solutions to complex problems

Our Mission

To provide peace of mind through in-depth financial planning to help clients achieve their personal goals and objectives.

The Prosperity Consulting Group was founded in 2000 with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions.

Our team applies a comprehensive and integrated approach to wealth management by taking the time to listen and understand our clients’ unique financial objectives and concerns. We deliver advice and solutions tailored to help clients work toward financial success coupled with one of the most important components – CARE.

We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass:

Investment Planning & Management
Retirement Planning
Estate Planning
Tax Planning
Business Planning
Insurance Planning
Income Protection & Asset Preservation
Education Planning
401(k) Planning

Each key area is further broken down to hone in on specific ideas and strategies to achieve results which are unique to each client’s needs.

We believe in:

The importance of our clients’ dreams
Putting our clients first
Asking a lot of questions
Fully explaining so you feel empowered, comfortable and confident
Providing a comprehensive and holistic approach to wealth management and financial planning
Proactive communication
Fresh ideas
Education
Transparency
Taking ownership and responsibility for your wealth management needs
Providing you with a team that is 100% dedicated to creating a plan that fits your wealth management needs

Our core values…

Integrity
Excellence
Trust
Respect
Commitment
Collaboration
Responsibility

The Prosperity Consulting Group, LLC is a registered investment advisory firm headquartered in Owings Mills, Maryland with offices in Rockville, MD and Olney, MD. Decades of combined experience and knowledge in the financial planning and accounting industries enable us to provide holistic life planning uniquely designed to achieve our clients’ individual and personal goals and objectives.