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Vetted Advisor's Table

Adam Amorn
Premier Prosperity Advisors

Tel: 267-429-4508
12 Penns Trail, Suite 501
Newtown, PA 18940

About Adam Amorn

Adam Amorn, the sole initiator of Premier Prosperity Advisors LLC, has had years of experience working at Merrill Lynch. After leaving Merrill Lynch in 2017, Adam was inspired to start his own business where he could have more flexibility and put the clients first. What sets our company apart is how we deal with our customers. Our level of service, attention to detail and experience in financial planning are elements which set us apart from other firms. We are not constrained to one specific type of investment and can plan/advise according to our clients needs and goals. Whether you require us to secure a future financial plan for you, a retirement plan or manage your wealth, we are here to offer our services.


About Premier Prosperity Advisors

Premier Prosperity Advisors is on a mission to help you secure a brighter future for yourself and your family. Our investment management company offers financial services to small businesses, professionals and families. We listen to your needs to understand your financial situation thoroughly. Once we have a clear picture of your needs and goals, we put together a tailored financial plan for you.

See Disclosures

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General Information

Firm Start Year:   2017
Number of Years with Current Firm:   6
Work Experience:   Merrill Lynch Senior Financial Advisor 2012-2017

Premier Prosperity Advisors Managing Member 2017- Present
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning

Services

Investment Types:   Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Stocks, Bonds
Can meet clients in the following ways:   Email, Phone, Our Office, Your Home, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Variable Annuity, Life, Health

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets

Education

MBA  - Finance   Loyola University Chicago  - Chicago, IL
06/01/2009-05/14/2010

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1891037/wiseradvisor-premier-prosperity-advisors-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM
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