About Us

About Us

Putting Your Interests First

Prism Planning Partners - Team Members

The team of advisors at Prism Planning Partners take pride abiding by the fiduciary standard. This Means We Are Profoundly Committed To:

Our Vision

Providing unbiased council in your best interest at all times.

Our Mission

Complete transparency in compensation and disclosing any conflicts of interest.

Our Values

Our founders follow the CERTIFIED FINANCIAL PLANNER™ (CFP®) Code of Ethics and Professional Responsibility and maintain a commitment to its ongoing educational requirements. Additionally, as members of the Financial Planning Association™ (FPA®), we follow its Code of Conduct. We are proud to adhere to some of the strictest industry standards for continuing education and ethical standards.