Financial Advisors in Jefferson City, Missouri (Cole County)

Our fidelity is to the Client. Our methodology is to construct and implement an individualized and integrated financial plan designed to achieve your personal and most treasured life goals and aspirations. Each client receives unique attention and interest in their personal situation, their family’s welfare, and their goals and aspirations both in the near-term and for their retirement years. We serve those who have a long-term perspective in protecting their wealth, prudently growing their wealth, and those who wish to enjoy comfortably the fruits of their labor – Retire Young Enough to Enjoy It.... See More

Prism Capital Management, LLC is an independent, fee-only investment advisor (RIA), registered in the state of Missouri. We provide investment management and consulting services to individual and institutional clients.

As a fee-only investment advisor Prism Capital does not receive commissions, revenue sharing, or third party payments of any kind. Nor do we participate in any "soft dollar" or other arrangements involving the exchange of business for research or other goods or services. Client fees are our sole source of revenue.

Prism Capital serves its clients in a fiduciary capacity. As a fiduciary, we owe a duty of care, diligence, and undivided loyalty to our clients, and we take this responsibility very seriously. The duty owed our clients is foremost in all we do.... See More