Prospera Financial Services Adds Harm & Harm Financial Consulting Group, Expanding New England Footprint

Prospera Financial Services Welcomes Harm & Harm Financial Consulting Group

In a significant move to bolster its presence in New England, Prospera Financial Services, a boutique wealth management firm, has welcomed the Harm & Harm Financial Consulting Group to its platform. This new collaboration brings along a notable $250 million in total client assets, significantly enhancing Prospera's operational capabilities in the region.

Founded in 1982 and headquartered in Dallas, Texas, Prospera has long been a leader in supporting independent advisors with a network that stretches across the nation. The introduction of Harm & Harm—led by John J. Harm III, a Certified Financial Planner (CFP®), along with his team based in Williston, Vermont—marks Prospera's strategic expansion into the New England market.

At the core of Harm & Harm's services is what they term the "Four Cornerstones of Wealth Management." This holistic approach emphasizes a dialogue-focused methodology, aiming to assess and adapt to each client's unique financial goals and evolving life circumstances. John J. Harm III stated, "Our commitment to understanding individual client goals is pivotal, and partnering with Prospera has reinforced our ability to meet these changing needs effectively. Prospera embodies the same values of flexible, strong client relationships that we treasure."

Supporting the transition, Client Associate Sarah Boucher, J.D., and Associate Financial Advisor Connor Corbett bring additional expertise to the Harm & Harm team. Their collective focus on delivering personalized financial strategies highlights the synergistic benefits of this partnership.

One of the key attractions for Harm in joining Prospera was the firm’s boutique feel combined with its robust support structure. With a focus on high-quality back-office assistance and a remarkable advisor-to-home-office ratio of 2.51, Prospera ensures its advisors can prioritize client needs while receiving ample resources.

Prospera’s President and COO, Tarah Williams, expressed enthusiasm about the addition of Harm & Harm to their community. "We believe that John and his associates exemplify exceptional practices in wealth management, focusing steadfastly on what matters most—the client. Their decision to join Prospera not only enhances our firm but also broadens their client service capabilities."

This strategic partnership undoubtedly reflects Prospera's commitment to maintaining a client-centric philosophy while expanding its service footprint. With an impressive $28 billion in assets under management, Prospera stands as a strong contender in the wealth management industry, consistently receiving accolades for its performance—including the recognition as Broker-Dealer of the Year by Investment Advisor Magazine multiple times. The firm's inclusivity for independent financial advisors further emphasizes its role in evolving the wealth management landscape.

As the financial services industry continues to evolve, the addition of Harm & Harm Financial Consulting Group marks a promising chapter for Prospera, echoing their shared vision for client-focused wealth management. This partnership is poised not only to enhance service offerings but also to attract a broader client base across the New England region.

The future looks bright for both Prospera and Harm & Harm Financial Consulting Group, as they embark on this collaborative journey, reinforcing their dedication to excellence and personalized financial service in an ever-changing economic landscape.

For further information about Prospera Financial Services and its offerings, visit www.joinprospera.com.