Prism Planning Partners are a group of financial advisors located in Libertyville, IL. Just as a prism reflects the light, it is our job to illuminate the possibilities of your life by serving as your guide.

Unbiased Council

As fee-based advisors, we are committed to putting your best interests first.

Complete Transparency

You’ll never be in the dark about how we’re compensated or any conflicts of interest.

Fee-Based Financial Planners

We strive to maintain the highest level of knowledge possible.

Learning What True Wealth Means For You

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We serve individuals, families, and business owners in Libertyville, IL and Lake County, IL at every stage of life!

Small Business Owners in Northeastern Illinois

Small Business Owners in Northeastern Illinois

Without a doubt, business owners wear many hats. With so little time, it may be overwhelming to think about life beyond your business. But one...

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Retired or About to Retire

Retired or About to Retire

Modern times have brought a new definition to the term “retired.” Some retired people start an encore career that keeps them more fulfilled than they...

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Tell Us Your Story

Tell Us Your Story

Anyone who is open to our help is a friend of ours! Tell us your story. Let’s discuss your challenges and goals and we bet...

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Most of the time, when people think of “financial planning,” budgeting, projections, and calculations come to mind. We are a fan of those things at Prism Planning Partners. However, when it comes to a personal financial plan, numbers are only part of the equation.

At Prism Planning Partners, we’re careful not to leave out the most important part of the equation: who you are as a person, what your family values, and how you’d like to enjoy spending your time on this earth.

It’s our job to help you use your wealth to achieve your retirement goals.

Prism Planning Partners - Team Members

Our Team

Co-Founder, Managing Member

Ron Bernstein

  • CFP®
  • CPA/PFS™
  • CIMA®
  • CWS®
  • RMA®
Co-Founder & Director Of Financial Planning

Nicole Sullivan

  • CFP®
  • RMA®
Director Of Operations & Financial Planning

Dan Peters

  • CFP®

Financial Life Planning: 6 Steps for a More Confident Retirement

Our ebook will walk you through the six steps to a confident retirement, from designing that dream retirement lifestyle to figuring out how you’ll provide for it financially and determining where to turn for help.


4 Ways To Use Goal-Based Investing in 2022

February 22, 2022Investing

It’s a new year, which means newly laid plans are still fresh for individuals, families, and business owners in Libertyville and surrounding areas. How are you doing with your resolutions? If 2021 was too much to handle, maybe you...

What To Consider Before Investing

January 24, 2022Financial Planning Tips

What should you consider before investing? Investing is a relatively complex phenomenon, consisting of market conditions, economics, and your personal goals and financial situation, as well as your stage of life. Let’s discuss those factors....

Is now a good time to invest www.prismplanning partners.com

Is Now A Good Time to Invest?

It’s become apparent that we’re living in abnormal times. Some folks have asked us if a downturn in the market might represent a good time to invest. It’s a fair question and one that’s definitely NOT one-size-fits-all. The changing...


October 23, 2019Blog

“In the same way that a good Wall Street investment appreciates in value, you want your investments of time and energy to offer high yields. They should make you feel good — happy, satisfied, energized, or relaxed.” Marc Eisenson,...