Prism Planning & Solutions Group is a financial advisory firm focused on helping people pursue their goals and passions with greater confidence, clarity, and security throughout life. The firm works collaboratively with clients whose careers, lifestyles, or relationships may bring unique financial circumstances, including LGBTQ+ individuals and people following less conventional paths. Its services include financial planning, investment management, and comprehensive wealth management, with advice tailored to each client’s goals and situation.

The firm helps clients build budgets, understand and repay debt, develop savings strategies, and make informed decisions about investing and buying a home. It also supports clients through life changes and offers retirement planning, including guidance on retirement plans, pensions, and IRAs. Prism Planning & Solutions Group describes planning as an ongoing partnership, helping clients navigate both expected milestones and unforeseen challenges. The firm is a doing-business-as name of PPSGRP, an SEC-registered investment adviser. Its website notes that advisory relationships require a written agreement and that investment involves risk, including possible loss of principal.