Amy and Rachel work as a team on every client relationship, regardless of which advisor serves as the lead.
We created Prism with you, the client, in mind. We built it to provide everything you should expect of your financial advisor:
Prism was founded by Amy Goan in 2013 with a simple but meaningful goal: To build a financial planning business where she would send family and friends, if they were in need of financial guidance. She would want them to work with someone knowledgeable about investments, as well as all other aspects of financial planning. She would also insist they work with a fiduciary, to ensure their best interests are always protected.
Rachel Sehayek later joined the firm as an advisor, expanding Prism’s ability to serve clients with the same level of care, expertise, and commitment.
As fee-only fiduciaries who are compensated on an hourly basis, our clients pay only for the financial advice they need, nothing more. Because we provide planning and advice without selling financial products, clients can be confident that our recommendations are as unbiased and free from conflicts of interest as possible.