About Prosperity Planning, Inc.
Prosperity Planning is an independent Registered Investment Advisor based in North Kansas City, Missouri. For over twenty-one years, our firm has provided comprehensive financial planning and investment management services to mass-affluent families, business owners, and divorcees. As fee-only fiduciaries, we operate strictly in our clients' best interests. We are compensated solely by our clients for advice and asset management; we never receive third-party commissions for product sales. Despite our growth, we maintain a close-knit, family-like culture where every team member embodies our five core values: Team Player Integrity Obsessive Commitment to the Client Experience Positive Mental Attitude Hard Work