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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence. We provide flat fee retirement planning and investment management. We also provide one-time retirement plans for do-it-yourself (DIY) investors.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create...
Brendon Anderson (CRD# 5203354) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Beavercreek, OH and has over 17 years of experience in the finance industry.
Stephanie Anderson (CRD# 5503434) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Beavercreek, OH and has over 15 years of experience in the finance industry.
Brian Austria (CRD# 6418990) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beavercreek, OH and has over 7 years of experience in the finance industry.
Daniel Austria (CRD# 1721928) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beavercreek, OH and has over 22 years of experience in the finance industry.
Carl Baker (CRD# 863010) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fairborn, OH and has over 20 years of experience in the finance industry.
Kaleb Baker (CRD# 6410591) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fairborn, OH and has over 8 years of experience in the finance industry. Kaleb Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Martin Bartik (CRD# 4796623) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 19 years of experience in the finance industry.
Laura Batsche (CRD# 1986303) is an Investment Advisor Representative working at Lpl Financial LLC in Bellbrook, OH and has over 33 years of experience in the finance industry.
Damiano Battaglia (CRD# 6721086) is an Investment Advisor Representative working at Edward Jones in Bellbrook, OH and has over 6 years of experience in the finance industry.