FINANCIAL PLANNING WHERE THE FOCUS IS ON YOU

Wealth
Management

LEARN MORE

Retirement and Investments

LEARN MORE

The Document People

LEARN MORE

Our Complete Services

LEARN MORE

Welcome to Prestige Financial Advisors

Integrity, Ethics, Value and Trust are the Foundation of who we are. 

Prestige Financial Advisors is an independent financial service and legal document assistance firm. We help retirees, pre-retirees, and clients of all backgrounds receive the financial guidance, value, and protection they need and deserve to secure their financial independence.  Since 1997, our goal has been to help clients achieve excellence by adhering to our unwavering commitment to the financial success of each and everyone we serve. We provide clear, straightforward solutions designed to help grow your assets, reduce risk, minimize taxes and protect what is precious to you.

Talk to us

Tell us about your needs, your dreams and fears. They’re the foundation of your personal financial plan and goals. This meeting allows us to learn about you and share our approach to investment management. No costs. No commitments. Just a conversation.

Analyze & Plan

We proceed with a thorough analysis of your current investments and prepare a consolidated summary of our findings. We will build upon what you have done well and make recommendations of where you could do better. You will be presented with these recommendations – an easy, custom tailored Retirement Roadmap financial plan to help you achieve your goals.

Relax!

We’re here for you whenever you need us. Call us anytime, for any reason. If your priorities change or when “life happens” we can adjust accordingly and build on your progress to keep your goals in sight.

Get Started Now

Ask Us A Question

    Sign up for a Complimentary Consultation and Book

    SIGN UP TO RECEIVE YOUR FREE COPY

      Prestige Financial Advisors is an authorized AssetLock® Personal provider. AssetLock® Personal is a complimentary (no-obligation) retirement account monitoring tool for Investment Accounts, IRAs, 401k, 403b, 457b, and TSP plans. It is designed to track and inform users about the progress of their retirement accounts.

      TRANSPARENCY & ACCOUNTABILITY

      With AssetLock®, you have the added peace of mind knowing that our technology is monitoring your investment accounts and communicating important activities to you and your advisor. This type of transparency is something every investor deserves.

      ADDED PEACE OF MIND

      You can’t put a price on confidence and added peace of mind. Helping protect your assets is our number one goal. AssetLock® is a portfolio-monitoring, notification system dedicated to helping preserve your financial future.

      AWARD WINNING TECHNOLOGY

      AssetLock is committed to helping protect the investor and creating an environment that takes the emotions out of investing. Because of this commitment, we have been honored with national awards.

      Recent News

      Is the U.S. Economy Recovering?

      Since the beginning of 2021, signs of the U.S. economy ...

      Read more

      Financial Wellness- What is it?

      Financial wellness means creating a healthy economic life for ...

      Read more

      Charitable Giving Through Life Insurance

      Charitable giving through the passing assets today and after ...

      Read more

      Three Types of Wealth You Can’t Measure in Dollars and Cents

      For most of us, when thinking of wealth, we think about having ...

      Read more