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W e a l t h M a n a g e m e n t

At Prosperity — an EisnerAmper Company — we help clients navigate their most meaningful financial decisions. As an independent registered investment advisor backed by the strength of EisnerAmper, we offer holistic, objective, and relationship-driven wealth strategies. Our teams collaborate across disciplines to provide planning, investment, and tax-efficient solutions that give clients peace of mind, and professionals at Prosperity the chance to grow and lead.

Our Practice Areas

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Comprehensive Wealth Planning

Guide clients through cash flow analysis, projections, and goal setting — helping them make informed financial decisions at every life stage.

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Investment Management

Apply a disciplined, institutional-style investment approach focused on long-term performance, risk management, and diversification.

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Business Owner & Transition Planning

Partner with entrepreneurs and business owners on pre-sale planning, succession strategy, and exit readiness.

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Estate & Legacy Planning

Collaborate with attorneys and tax professionals to design multi-generational strategies that reflect each client’s goals and values.

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Charitable Giving & Philanthropy

Help individuals and families develop philanthropic strategies that align with their personal impact goals and financial plan.

Perks and Benefits Built for You

When you join EisnerAmper, you’re not just building a career — you’re joining a firm that invests in your health, happiness, and long-term success. Our benefits are designed to support every part of your life, inside and outside the office.

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Retirement Planning

Save wisely and go further with our firm's competitive 401(k) match.

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Flexible Paid Time Off

All employees have a competitive amount of PTO, as well as a new summer hours program.

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Healthcare

Our employees and their families are covered by our comprehensive healthcare plans.

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Family Planning

Paid parental leave is available for qualifying employees following the birth or adoption of their new child.

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Employee Discounts

Whether it's for rental cars and daycare to restaurants and concerts, employees have access to a full suite of exclusive discounts.

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Health and Wellness Program

All our people are empowered to thrive both inside and outside of the office. We offer a wide array of wellness perks, including biometric goal rewards, coaching, and prescription benefits.

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Professional Development Courses

Employees looking to progress in their careers have access to both education courses for their CPA exams, as well as a bonus for passing.

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In-Office Programming

We want to always foster a collaborative environment for our colleagues through events at our different offices, such as happy hours, cultural celebrations, and educational sessions.

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