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Our Process

Our Process

Our process is the backbone to how we at PWA approach investment solutions for our clients. It is based on three fundamental questions that help us decide if an investment should even be a consideration. 

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Our Discipline

Our Discipline

The Discipline we impose is one that was designed to try to help minimize the negative effects of a deep or protracted downturn in the various markets that we utilize to manage our clients investment holdings. 

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Wall Street Expertise ~ Main Street Values

Our mission is to provide unbiased, prudent, and strategic advice to assist our clients in achieving their financial objectives. We are focused on a singular purpose: to serve our clients with exceptional investment management. We do this through our unwavering commitment to the stewardship of our client's wealth.

Each of our clients has a unique set of life experiences and aspirations for the future. Our endeavor is to assist YOU in achieving your individual financial goals through innovative investment strategies. Our investment approach at Prosper Mullins is a unique formula that utilizes our process and our discipline.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Our Group Benefit Specialists will customize your employee benefits plan, utilizing the leading providers in the industry.

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Helpful Content

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Putting a Price Tag On Your Health</p>

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
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<p>A Primer on Irrevocable Life Insurance Trusts</p>

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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<p>Strategies For Managing Student Loan Debt</p>

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.
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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.