Advisor
Brian Seymour
Guiding First-Generation Wealth Builders
Prosperitage Wealth · Mcdonough, Georgia
Fee-only verified Fiduciary State-registered CFPChFCRICP
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About
We help BIPOC professionals create generational wealth and achieve financial independence through comprehensive planning.
SIMPLIFIED. PERSONALIZED. UNBIASED FINANCIAL GUIDANCE.
Who they serve
- HENRY (high earner, not rich yet)
- Founders
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Newcomers to the US / Canada
- Real estate investors
- Cross-border families
Services
- 401(k) & IRA Management
- Asset Allocation
- Alternative Investments
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Insurance Planning
- Investment Management
- Insurance/Risk Management
- Life Transition Planning
- Liquidity & Exit Planning
- Pension Planning
Structured record
| Name | Brian Seymour |
|---|---|
| Firm | Prosperitage Wealth |
| Location | Mcdonough, Georgia |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer · One-Time Financial Planning Fee · Subscription · Hourly Rate |
| AUM | Under $25M |
| Founded | 2023 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP · ChFC · RICP |
| Designations | CFP (Certified Financial Planner) · Series 65 · Series 7 · Other |
| Investment approach | Blend of both |
| Website | https://prosperitagewealth.com |
| https://www.linkedin.com/in/bkseymour/ |
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Specialties
- Small business owners
- Retirement planning
- Equity compensation
- Real estate investors
- Crypto & digital assets
- Sustainable & impact investing
- Family wealth transfer
- Pension planning