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Prism Financial Group, L.L.C

EST. AUM
$1,698,069,943

CONTACTS
3

CLIENT ACCOUNTS
2,474

Firm Details

Metro area Kansas City
CRD Number 112315
Website prismfg.com
Client types

Overview

Prism Financial Group, L.L.C. is a Registered Investment Advisor based in Overland Park, Kansas. The firm provides investment advisory and financial planning services designed to help clients build, preserve, and maximize their wealth. Prism emphasizes fiduciary responsibility, working to serve clients’ best interests while offering guidance and education to support long-term financial goals. Its approach combines disciplined investment strategies with personalized planning across retirement, estate, tax, and wealth management needs.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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