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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Prism Financial Group LLC

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United States
Overland Park, KS
Prism Financial Group LLC

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Our firm provides comprehensive fee-based wealth management services to business owners, corporate e A registered Broker/Dealer, member FINRA, SIPC.

OUR FIRM provides comprehensive fee-based wealth management services to business owners, corporate executives, professionals, and other affluent clients. We utilize a team approach in analyzing and developing a client’s financial plan and investment portfolio. Our recommendations are based solely on your specific needs, circumstances, and goals. The firm is registered as an Investment Advisor with the Securities and Exchange Commission. Our professionals are Certified Financial Planner(tm) licensees and active members of The Financial Planning Association. OUR CLIENTS share in the realization that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow. They are individuals and business owners who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have little desire to manage all of the aspects of their financial affairs. They want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative. OUR PHILOSOPHY is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth. The entire staff of Prism Financial Group is firmly committed to this philosophy. www.prismfg.com

Securities offered through Cambridge Investment Research, Inc. Cambridge Investment Research, Inc. is not affiliated with Prism Financial Group, L.L.C.

10/29/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

10/27/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

10/22/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

10/20/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

10/15/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

10/13/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

10/08/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

10/06/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

10/01/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

09/29/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Address

7101 College Boulevard, Ste 900
Overland Park, KS
66210

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19133451444

Website

http://www.PrismFG.com/

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