Fee Based


Independent


Fiduciary

 

Learn about the 3 Biggest Retirement Threats, download our white paper on the "Perfect Storm in Retirement"


 

The Value of a Holistic Advisor

A holistic advisor is a comprehensive advisor that looks at the big financial picture and provides advice that takes all areas of planning into consideration. Watch the video above to learn more!

What is Your Risk Number?

The first step is to answer a few questions that cover topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact risk tolerance to guide our decision-making process.

Get your Risk Number

Get Started with Holistic Financial Planning

True, holistic, client centered, financial planning is as easy as 1,2,3. 1) Click the Get Started Button. 2) Use the guided process to enter your financial data. 3) View and track your net worth, income, and spending.

Get Started Now

Financial Planning Integration

Take control of your financial planning future with our holistic approach to legal, wealth, and tax planning.

 

Contact and Locations

We are here for you. Pick up the phone and call us at (844) 885-4200.

 

  • Main Office | 8550 W. Grand River Ave., Ste. 200, Brighton, MI 48116
  • Bloomfield Hills | Americenter Building, 7 West Square Lake Road, Bloomfield Hills, MI, 48302
  • Livonia |Americenter Building, 39111 Six Mile Rd., Livonia, MI, 48152
  • Novi | Americenter Building, 28175 Haggerty Rd., Novi, MI, 48377

Protect Yourself From 3 Great Dangers in Retirement

With uncertain markets, low interest rates & increased volatility, where can retirees invest today?  Learn how to protect yourself from the Perfect Storm in Retirement.

Download the free White Paper Now.

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Christopher Berry is an Investment Advisor Representative of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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