Community Efforts

"For all of us to be successful, our community must thrive!" - Steve Horn

As a boutique financial planning company based in Fort Mitchell, Kentucky, Prosperity prides itself on its local roots and community involvement. While you may be a client of our firm, you could be fellow board member of a local non-profit, a fellow parishoner at a local church, a member of a community council or a fellow volunteer around the community. Our entire team lives and works in the same communities as our clients. This helps us understand our clients situations better than most big financial firms. We understand the costs of local schools, the dynamics of the local economy, the higher education situation, the costs of living, etc.

The professionals of Prosperity are dedicated to seeing the community prosper and grow. Team members are involved in such organizations as the Northern Kentucky Chamber of Commerce, United Way, local school districts, Leadership Northern Kentucky and other community non-profits. Whether it's sponsoring local teams like the Newport Penguins, or larger volunteer opportunities through the Chamber of Commerce, Prosperity is dedicated to seeing the Greater Cincinnati and Northern Kentucky community prosper.


Office: 859-341-8184
2110 Chamber Center Drive
Ft Mitchell, KY 41017

Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other entity. We are registered to sell securities in the following states: CA, FL, GA, IL, IN, KY, MI, MO, MT, OH, PA, SC, TN, VA

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