Shared Prosperity Group is a registered investment adviser offering wealth management and retirement planning for individuals and families. Based in Portland, Oregon, the firm helps clients organize their financial picture, develop a retirement plan, and manage investments in one place. Its services include portfolio management for savings and retirement accounts, retirement and withdrawal planning, portfolio tracking, net worth and cash flow tools, and calculators for taxes, housing, insurance, and other financial decisions.

Clients can explore scenarios, estimate retirement readiness, and consider questions such as when to claim Social Security or which accounts to draw from first. The firm charges a 1% annual fee on assets it manages and states a $50,000 minimum across savings and IRAs. Its investing approach emphasizes diversified portfolios, controlling costs and taxes, and avoiding stock picking, market timing, and news-driven trading.

Shared Prosperity Group also provides free public financial education through its advisor’s YouTube lessons. A distinctive part of its model is a commitment to donate 10% of gross revenue each month to nonprofits through a donor-advised fund; these contributions come from the firm, not client assets