Prosperity

What Prosperity does

Prosperity — An EisnerAmper Company is a U.S. wealth management firm operating as a wholly owned subsidiary of EisnerAmper, a global business advisory firm. Founded around 2023 and headquartered in Owings Mills, Maryland, Prosperity employs 101-250 professionals and operates 12 offices across 9 states (Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Florida, and California), serving high-net-worth individuals, families, and owners of closely held businesses. The firm is led by President Michele Martin, with Brian Thorkelson serving as Chief Market Strategist and Chair of the Investment Committee, and Cassity Wingenbach as Chief Operating Officer. The senior advisory bench averages 20-35+ years of experience, with multiple team members joining from predecessor firms including Lurie Wealth Advisors, HPG Wealthcare Advisors, St. Clair CPAs, and Bolotin Financial Group.

Prosperity's core offerings consist of Financial Planning and Investment Management as anchor services, supplemented by specialty modules covering estate planning, charitable giving strategies, divorce planning, risk management (life, long-term care, and disability insurance), 1031 exchanges via Delaware Statutory Trusts, and retirement plan solutions for businesses (401(k) and cash balance plans). The firm operates as a fiduciary with no proprietary products; client accounts are custodied through DAI Securities, LLC (a FINRA/SIPC member) and serviced through an Orion Advisor-powered client portal at clientportal.prosperityea.com. The core technology is therefore a third-party RIA platform rather than proprietary infrastructure.

The business model is fee-based and recurring, consistent with industry-standard AUM-based or flat-fee advisory arrangements, though pricing is not publicly disclosed. Distribution is direct and relationship-driven across a sales-led enterprise field-sales motion, with client acquisition supported by referrals from CPAs and attorneys (including those within the EisnerAmper parent), Bloomberg Radio appearances by President Michele Martin, content marketing through a robust insights hub, and earned media recognition (2026 Accounting Today Top Firm for AUM). The firm is pursuing growth through a combination of geographic expansion (e.g., Southern California in March 2026) and acquisitions (Bolotin Financial Group in September 2025), with strategic intent to deepen its integrated wealth, tax, and accounting value proposition.

Name

Prosperity

Legal name

Prosperity – An EisnerAmper Company

Website

https://prosperityea.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

101–250 employees

Short description

Prosperity is a U.S. wealth management firm and EisnerAmper subsidiary serving high-net-worth individuals, families, and owners of closely held businesses across 12 offices in 9 states, delivering integrated financial planning, investment management, and tax-efficient strategies on a recurring fee basis.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Estate planning guidance
• Retirement plan advisory

Headquarters

HQ city

Owings Mills

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Prosperity provides investment advisory services for a fee, operating as a fiduciary. Securities are offered through DAI Securities, LLC (Member FINRA/SIPC), and advisory services are provided directly by Prosperity – An EisnerAmper Company.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Prosperity is a wealth management firm providing integrated financial planning, investment management, and tax-efficient strategies to high-net-worth individuals, families, and owners of closely held businesses. The firm combines holistic financial planning with specialized services such as estate planning, risk management, charitable giving, 1031 exchanges, and retirement plan solutions, leveraging its integration with EisnerAmper's accounting and tax expertise.

Product overview

Prosperity is a wealth management firm operating as an EisnerAmper company, offering an integrated suite of financial services organized around holistic wealth management. The core offerings consist of Financial Planning and Investment Management services, which serve as the primary client-facing products. These are supplemented by specialized modules including Estate Planning Guidance, Charitable Giving Strategies, Divorce Planning, and Risk Management (encompassing life insurance, long-term care, and disability protection). The firm also offers specialty services for business clients including 1031 Exchanges with Delaware Statutory Trusts and Retirement Plan Solutions for businesses (401(k) and cash balance plans). A client portal provides account access. All services are designed to be integrated and coordinated, with tax efficiency positioned as a core principle across all offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Holistic financial planning service integrating investment management, estate planning, tax strategies, and retirement planning into a unified approach tailored to high-net-worth individuals, families, and business owners.

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered major, core and supporting.

• Bolotin Financial GroupmajorStrategic or Co-development Partner · 18 September 2025Bolotin Financial Group (BFG), a Boston-based wealth advisory firm with offices in Florida, combined with Prosperity in September 2025. BFG specialized in comprehensive wealth management for individuals, families, business owners, and healthcare sector clients. The combination expanded Prosperity's team with experienced advisors and deepened its presence in the Northeast and Florida markets.
• DAI Securities, LLCcoreChannel Partner/ Reseller/ DistributorSecurities are offered through DAI Securities, LLC, Member FINRA/SIPC. This is a core distribution relationship through which Prosperity distributes securities products to its wealth management clients. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC.
• EisnerAmpercoreStrategic or Co-development PartnerProsperity is an EisnerAmper Company, fully integrated within the EisnerAmper global business advisory firm. The affiliation provides Prosperity with access to EisnerAmper's tax expertise, accounting capabilities, institutional resources, and client referrals from the broader accounting practice.
• Orion AdvisorsupportingTechnology or IntegrationProsperity uses Orion Advisor's client portal technology to provide clients with secure account access, financial planning tools, and reporting. This is a technology partnership supporting client service delivery.
• FINRAsupportingOthersProsperity's securities operations are regulated by FINRA (Financial Industry Regulatory Authority), with client accounts held through DAI Securities, LLC, a FINRA Member.
• SIPCsupportingOthersClient accounts are protected through SIPC (Securities Investor Protection Corporation), which provides protection for securities and cash held at DAI Securities, LLC.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• Corient: Corient is a national wealth management firm serving HNW and UHNW clients with comprehensive financial planning, investment management, and tax services. Like Prosperity, it has scaled rapidly through acquisitions and emphasizes integrated planning for business owners and families.
• Brown Brothers Harriman (BBH Wealth Management): BBH's Wealth Management division serves HNW individuals, families, and endowments with integrated investment management, trust, and estate services. Comparable to Prosperity in its private partnership structure, fiduciary model, and multi-generational planning focus.
• Cerity Partners: Cerity Partners is an independent wealth management and tax-focused advisory firm serving HNW individuals, families, and business owners. Its integration of tax planning with wealth management directly parallels Prosperity's EisnerAmper-driven value proposition.
• Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S., serving HNW individuals, families, and business owners with comprehensive financial planning, investment management, and tax services. Comparable to Prosperity in target clientele and integrated planning offering.
• Glenmede: Glenmede is a privately held investment and wealth management firm serving HNW individuals, families, and foundations. Like Prosperity, it is a fee-only RIA with deep multi-generational planning capabilities and no proprietary products.
• Bessemer Trust: Bessemer Trust is a private, multi-generational wealth and investment management firm serving HNW and UHNW families. It is the closest direct comparable to Prosperity: fee-only, fiduciary, family-office-style service with a multi-generational planning focus.
• Cresset: Cresset is a private multi-family office serving HNW and UHNW families with integrated investment, tax, estate, and philanthropic planning. Comparable to Prosperity in its family-office-style service model and multi-generational planning emphasis.
• Mariner Wealth Advisors: Mariner is a large national RIA serving HNW individuals, families, and institutions with comprehensive financial planning, investment advisory, and tax services. Comparable to Prosperity in scale, service breadth, and M&A-driven growth strategy.

Broad incumbents

• Fidelity Wealth Management: Fidelity Wealth Management provides investment advisory and planning services to affluent and HNW households within Fidelity's broader retail investing and asset management platform. A broad incumbent offering overlapping capabilities to Prosperity, but operating at much larger scale and with a different distribution model.
• BNY Mellon Wealth Management: BNY Mellon Wealth Management is one of the largest U.S. wealth managers serving HNW and UHNW clients through private banking, investment management, and trust services. A broad incumbent offering overlapping capabilities to Prosperity's HNW-focused offering, but as part of a much larger banking and asset management portfolio.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Prosperity