Prosperity Capital Advisors Unveils Unified Vision to Deliver the Highest Caliber Wealth Management Experience for Clients

Clients and families will benefit from a deeply integrated approach that brings financial planning, investments, taxes, protection, and legacy planning together under one roof

WESTLAKE, Ohio--(BUSINESS WIRE)--Prosperity Capital Advisors (Prosperity) an SEC-registered investment advisor (RIA) dedicated to being a destination advisory firm that brings holistic wealth management to families across the U.S., today unveiled a unified vision for its next chapter—one designed to deliver an even more seamless, technology-forward, and personalized wealth management experience for clients. The announcement reflects the continued evolution of Prosperity’s holistic wealth management model and its commitment to helping clients simplify complexity, align every aspect of their financial lives, and access proprietary strategies they didn’t have previously.

Through this new vision, five firms including JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group, and FSC Wealth Advisors are coming together as one united firm under the Prosperity brand, representing a combined 152 front- and back-office professionals: with 98 IARs in total under the broader Prosperity umbrella totaling $4.7 billion of AUM.*

For clients, this move is about far more than alignment under one name. It strengthens how advice is delivered by bringing together a deeper bench of holistic wealth management specialists, expanded planning capabilities, advanced technology solutions, institutional-caliber resources, and more operational and client support talent that provides flexibility for each advisor.

“At Prosperity, we have been doing holistic wealth management for over 25 years. Just as we were one of the pioneers of the holistic approach, we are becoming a technology-empowered business to be a pioneer in the next evolution in the wealth management industry,” says Jason L Smith, Chief Visionary, Executive Chairman & Founder of Prosperity Capital Advisors. “This next chapter is about improving the relationships and results for those we serve and helping more American families follow their Path to Prosperity by expanding our reach. By coming together under one brand and one shared vision, we are strengthening the way we help organize, protect, grow, and transfer our clients’ wealth for many generations.”

Prosperity’s approach is built upon The Bucket Plan® Process, designed to deliver an elevated client experience that reflects the caliber of a family office without the fragmentation, silos, and exclusions that often exist across traditional advisory relationships. The output of this proven process is the Five Pillars of Holistic Wealth Management—financial planning, asset management, tax management, protection planning, and legacy planning—working together in a client’s plan. Rather than treating those areas as separate conversations, Prosperity integrates them through a collaborative advisory team that includes wealth managers, tax practitioners, insurance specialists, and other subject matter specialists working in coordination on behalf of each client.

That philosophy is supported by Prosperity’s other proprietary methodologies, including The Tax Trilogy — encompassing tax planning, management, and preparation through the Tax Management Journey® process. Each location is an education-based ensemble practice of fiduciary professionals with a combined impact and perspective beyond what a single advisor can offer. Together, these systems are designed to help clients better understand their wealth, make more informed decisions, and benefit from proactive guidance over time. The firm’s stated goal is to help replace complexity with clarity and confidence.

Prosperity’s vision is fortified by a fully integrated technology platform, the thoughtful application of artificial intelligence, and a people-first culture of continuous learning, placing them at the forefront of innovation and evolution. Through advanced systems, the firm is focused on enhancing visibility, anticipates needs, and streamlines complex workflows across the client experience. The result is designed to be a more personal experience for clients where advisors can devote greater attention to meaningful conversations, curate thoughtful guidance, and foster the long-term connections that define great advising—grounded in trust and the human insight that technology cannot replace.

“Prosperity’s evolution has always been about building a destination advisory firm, a place where clients, advisors, and team members feel at home, aligned, and fully supported in pursuit of exceptional outcomes,” said Stan Milovancev, CEO of Prosperity Capital Advisors. “For us, this is not an endpoint, but the beginning of the next chapter in a firm where people can stay, grow, and lead together. What we are building here, and the strategic way in which we are doing it, is why Innovation 2 Evolution is one of our Core Values.”

As Prosperity continues to evolve, clients benefit from expanded expertise, tailored planning, institutional-strength solutions, and a more connected technology experience. By bringing the specialized strengths of five firms under one roof, Prosperity is uniquely positioned to serve high-net-worth and ultra-high-net-worth individuals and families, including niches that require high-touch specialists, such as business owners, medical professionals, federal employees, high-income professionals, and a specialized program for women. The firm also continues to invest in next-generation technology and AI-enabled operations to create a more seamless experience and help advisors stay more present and connected to those they serve.

The firm has earned recognition for its growth, innovation, and client service, including being named among one of Best Financial Advisory Firms in the U.S. in 2026 by USA Today, America’s Top RIAs, one of the 50 Fastest Growing RIAs, and a 5-Star RIA*.

Those recognitions reinforce Prosperity’s broader belief that exceptional outcomes come from combining personal relationships with disciplined planning and scalable infrastructure.

Disclosures and Award Methodology

*The AUM figure represents Prosperity’s regulatory assets under management as of 12/31/2025.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

Prosperity Capital Advisors was named to USA TODAY's Best Financial Advisory Firms 2026, a ranking developed by Statista R based on client and peer recommendations and AUM development data collected through January 2026. Statista R is an independent third party. No compensation was paid to obtain or use this rating. This recognition is not indicative of future performance. (April 2026)

Financial Advisor Magazine’s RIA survey ranks independent registered investment advisors (RIAs) based on total assets under management (AUM) at year-end, as reported in voluntary surveys submitted by the firms. Eligible firms must be independent RIAs, file their own Form ADV with the SEC, and provide financial planning or related services to individual clients. To be included in the print edition of the 2025 RIA survey, firms must have a minimum of $1 billion in AUM as of December 31, 2024.

The InvestmentNews ‘5-Star RIA Firms’ recognition is based on a multi-step process that includes nominations, independent research, data submissions from firms, and an evaluation by an external panel of industry experts using pre-established criteria such as AUM growth, client acquisition, and overall performance metrics. Final selection is determined through a points-based scoring system. This recognition is not indicative of future performance, does not guarantee results, and should not be construed as an endorsement. It is based in part on information provided by the adviser, which may not be independently verified. No fee was paid for inclusion.

Full methodology and award disclosures are available at: https://prosperitycapitaladvisors.com/award-disclosures/