“You’ll accomplish more if you start now.”

Prosperity Investment Advisors: Who We Are

Prosperity Investment Advisors, Inc. is an independent, fee-based investment advisory firm based in beautiful Northern Colorado. We help individuals and small businesses make the most of their financial resources. We offer independent investment management services with open investment architecture and financial planning services. We are free of the many conflicts of interest that so many brokers and advisors face. Contact us to set up a complimentary consultation. Together, we’ll create a plan designed solely to meet your needs.

Accomplish Your Goals

Retirement Saving     Manage Retirement Income
Save on Taxes This Year    Diversify Investments    Fund College

Stephanie Burris, Principal of Prosperity Investment Advisors, Inc.

Stephanie has been investing for 20 years through good and bad economic times. She has been providing professional investment and financial planning advice since 2005. She operated her own Edward Jones business for several years and then decided to found Prosperity Investment Advisors in order to provide the benefits of open investment architecture to clients. She also has experience in corporate finance and marketing roles at Hewlett Packard and Agilent Technologies. Her MBA emphasized international finance during which she studied corporate finance and portfolio management. Her Bachelor’s degree from the University of Arizona is in both finance and marketing. She is an Accredited Asset Management Specialist from the College for Financial Planning.

Privacy Policy for Prosperity Investment Advisors, Inc.

Prosperity Investment Advisors, Inc. is an investment adviser registered with the State of Colorado. Advisory services are only offered to clients or prospective clients where Prosperity Investment Advisors, Inc. and its representatives are properly licensed or exempted. This website is solely for informational purposes. No advice may be rendered by Prosperity Investment Advisors, Inc. unless a client service agreement is in place with you.

   Who We Are Services Relationship Resources Stress Relievers Accounts Contact
Prosperity Investment Advisors, Inc. phone: (303)776-4562  fax: (888) 278-2950
email: s.burris@ProsperityIA.com