Prosperity Financial Group Logo

Welcome to Prosperity Financial Group in Orinda

Our team of experienced retirement planners, financial advisors, family wealth managers, and wealth advisors are committed to providing expert financial planning and asset management services to our clients.

FAMILY WEALTH MANAGEMENT

Pass down more than just memories. Preserve your family’s wealth for generations to come with our Legacy Building Plan.

if IT'S money, IT'S personal™

Discover how Prosperity can help secure your financial future

Our services in Orinda include:

Wealth Management: Our wealth management services are designed to help you grow and protect your wealth over time. We’ll work closely with you to develop a customized plan that is tailored to your specific goals and objectives. Our Orinda wealth advisors can provide you with personalized advice to help maximize your financial potential.

Retirement Planning: Our retirement planners will work with you to develop a plan that will help you achieve your retirement goals. We’ll help you determine how much you need to save, how to invest your savings, and how to manage your assets to generate income during your retirement years. At Prosperity Financial Group in Orinda, our retirement planners can help you plan and prepare for a comfortable retirement.

Investment Planning: Our investment planning services are designed to help you make informed decisions about your investments. We’ll help you analyze your risk tolerance, identify investment opportunities, and develop a diversified portfolio that is tailored to your specific needs. Our Orinda financial advisors can provide you with advice on how to manage your investments effectively.

Family Wealth Management: Our family wealth management services are designed to help you protect and grow your family’s wealth over time. We’ll work closely with you to develop a comprehensive family wealth plan that takes into account your family’s unique needs and goals. Our Orinda family wealth managers can provide you with expert advice on how to manage and preserve your family’s wealth.

College Planning: Our college planning services are designed to help you save for your children’s education. We’ll help you determine how much you need to save, how to invest your savings, and how to maximize your financial aid options. Our Orinda financial planners can provide you with guidance on how to plan for your children’s future education expenses.

Tax Planning: Our tax planning services are designed to help you minimize your tax liability and maximize your savings. We’ll work closely with you to develop a comprehensive tax strategy that is tailored to your specific needs and goals. Our Orinda financial advisors can provide you with advice on how to optimize your tax situation.

Prosperity Financial Group, located in Orinda, is dedicated to providing exceptional service and expertise to our clients. Our team is comprised of retirement planners, financial advisors, family wealth managers, and wealth advisors, who possess years of experience and a proven track record of success in helping clients achieve their financial goals.

For those seeking top-notch financial planning and asset management services in Orinda, look no further than Prosperity Financial Group. Schedule a consultation today with one of our expert retirement planners, financial advisors, family wealth managers, or wealth advisors in Orinda. Let us help you secure your financial future and attain your financial goals.

CREATE LIFELONG GOALS

Establish a financial plan that includes your unique retirement goals, milestones, and desired lifestyle.

Family wealth planning

GROW YOUR FORTUNE

Utilize long-term investing strategies and a diversified portfolio that may include stocks, bonds, real estate, and more.

PROTECT YOUR WEALTH

Protect your wealth from inflation, market volatility, and tax liabilities with annuities, life insurance, and tax-advantaged accounts.

Family with children standing in front of sunset on the beach

LEAVE A LEGACY

Learn how to successfully transfer wealth with business succession strategies, generational financial goals, and charitable gifting strategies.

Connect

To get a perfect Plan

DON'T JUST TAKE OUR WORD FOR IT

5/5
“Prosperity has been wonderful for us. They manage our money very well. Elliot is a great friend and a great friend of our investments. We couldn't be happier.”
Prosperity Clients
Sharon and Dan Fisher
Client

contact us

JUST ONE CONVERSATION CAN CHANGE YOUR FUTURE FOR THE BETTER

We’ll spend 30 minutes getting to know you—your situation, needs, and vision—then offer a strategic plan to reach your goals. 

Register for Prosperity Power Hour

Enjoy food and beverages, meet other successful professionals, improve your referral base, and win fun door prizes!

Because of the intimate nature of this event, we’re taking a very limited number of attendees per event. These seats will go fast, so grab one while you can!

Bringing a +1? Please have your guest fill out this form.