Financial Advisors

Professional Guidance For Lasting Wealth

Locally owned and operated, and voted the region’s Favorite Financial Planner, our advisors will design a personalized strategy for you.

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Winner via public voting in 2025. No fee for consideration; licensing fee paid for usage. Learn More.

Favorite Financial Planner

Sacramento Bee

2025

Winner via public voting in 2025. No fee for consideration; licensing fee paid for usage. Learn More.

Favorite Wealth Management

Sacramento Bee

2025

Winner via public voting in 2025. No fee for consideration; licensing fee paid for usage. Learn More.

TOP 100 RIA FIRMS

Barron’s

2025

Barron’s rankings awarded to NewEdge Capital Group in September 2025 based on prior 12 month data. ProsperPlan Wealth is not an affiliated entity. Learn More.

Highly Rated Advisor

Wealthtender

2025

Awarded in 2025 based on client reviews in 2025. Criteria: 4.75/5.0 avg rating. No fee for consideration; licensing fee paid for usage. Learn More.

 TOP FEMALE ADVISORS

InvestmentNews

2025

Winner via AUM data (Jan–Dec 2024). Eligibility: $100M+ AUM & verified compliance record. No fee for consideration; licensing fee paid for usage. Learn More.

Women Who Mean Business

Sacramento Business Journal

2025

Selected via independent editorial review of professional/community impact in 2025. No fee for consideration; no licensing fee paid for usage. Learn More. 

40 Under 40 Honoree

Sacramento Business Journal

2026

Selected via independent editorial review of professional/community impact in 2026. No fee for consideration; no licensing fee paid for usage. Learn More.

Financial Planning with Proven Results

Our partner advisors combine their decades of experience to help you achieve prosperity. 

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Making Life Better

We design financial plans for you, not for us.

Our financial experts simplify the planning process, reduce stress, and help you feel at ease about your financial future.  

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Why Chose us?

The ProsperPlan Wealth Advantage

We serve you by creating:

  • State of the art investment management plans
  • Money saving tax strategies
  • 100% fiduciary and holistic retirement and financial plans
  • Estate guidance that promotes generational wealth 
Our Approach

It’s a journey we take together.

Great partnerships begin with aligned interests and a shared vision for the future. Our step-by-step plan will make that vision a reality.

Step 1: Assess Your Situation

Our partnership begins by discussing your financial situation. We'll learn about your goals and guide you to achieve prosperity today and in the future.

Step 2: Implement A Plan

We’ll create a personalized plan that incorporates your entire financial life, with the overarching goal being to protect and increase your wealth.

Step 3: Adjust with Changes

Your plan is a living, breathing idea. As life, family, job, and financial situation evolve, we'll work with you to adapt your plan in support of your goals.

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FAQs About Working With a Qualified Financial Expert

Your Questions, Answered

Key questions about financial clarity and planning.

Essential FAQs

A ProspePlan Wealth financial expert is a trained, credentialed, 100% fiduciary professional who helps individuals, families and business owners manage, grow, and protect their wealth. We provide guidance on investments, taxes, retirement, and estate planning to help you make informed decisions and reach your financial goals with confidence.

Yes, a skilled, experienced, fiduciary financial advisor can be well worth the investment. They provide expert guidance to help you make informed decisions, avoid costly mistakes, and create a strategy tailored to your goals.

While banks may offer “free” financial advice, it often comes with hidden conflicts of interest and is rarely free. Bank advisors are typically commission-based, which can influence the products they recommend, meaning the advice may prioritize the bank’s profits and products over your best financial interests.

Financial experts are licensed, credentialed professionals who specialize in helping clients manage their money, investments, and long-term financial goals. At an independent firm, like ProsperPlan Wealth, our partner advisors operate as fiduciaries, providing unbiased guidance tailored to your unique situation.

A financial expert is a professional trained to guide clients in managing their money, investments, and long-term financial goals.

ProsperPlan Wealth’s financial experts are called “partner advisors,” because our highly experienced and heavily credentialed advisors are all part owners and founders of the firm.

Expertise & Credentials

Choosing ProsperPlan Wealth means partnering with independent financial experts who prioritize your goals above everything else. We provide personalized strategies, comprehensive planning, and ongoing guidance to help grow and protect your wealth. Our fiduciary approach ensures advice you can trust, tailored to your unique financial journey.

In addition to each partner advisor having a decade plus of senior advisor experience, our financial experts all hold master’s degrees and the financial services industry gold standard CFPⓇ designation.

Yes, ProsperPlan Wealth specializes in both retirement income planning and business transition strategies. We help clients create reliable income streams for retirement while guiding business owners through smooth, tax-efficient transitions. Our personalized approach ensures your financial goals and legacy are fully protected.

ProsperPlan Wealth ensures your financial strategy is personalized by first gaining a deep understanding of your unique goals, priorities, and circumstances. We analyze your entire financial picture, including investments, taxes, and risks, to identify opportunities and challenges. From there, we craft a tailored plan that evolves with your needs and market conditions.

Your Resource Hub for Educated Financial Decisions

Fresh ideas. Practical tips.

Expert analysis and bold thinking for people who want to achieve the extraordinary.

Financial Planning for Business Owners in Their 50s & 60s: A Smarter Strategy for 2026

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9 Financial Moves To Make In Your 50s and 60s Before Retirement

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What Is a GOOD Retirement Monthly Income in 2026

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IRS Tax Filing 2027: How to Prepare Now for Your 2026 Tax Year Return

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More Insights
Creating Financial Clarity

What Clients Say About Us

We have been with Lauren and her team for 10 years. Lauren has helped guide us in our FIRE/financial planning that allowed us to retire in our early 50’s from Kaiser Permanente. She went above and beyond by managing our KP index funds while we were still employed and assisted us in transferring our assets to Prosper Plan after we retired. This enabled us to diversify and maximize our gains. Lauren has also been instrumental in helping with our relocation planning now that we’re retired. We have given Lauren’s contact information to so many of our friends because we trust her with our financial lives.

Jeff & Liz
Retired from Kaiser Permanente

I have had the pleasure of working with Lauren Williams for many years, and her expertise and dedication have been invaluable to both my financial well-being and the management of my mother’s trust. From the beginning, Lauren has provided insightful, tailored advice with a deep knowledge of the financial markets, explaining complex concepts in a way that provides immense confidence. She managed my mother’s trust with the same level of commitment, attentiveness, and compassion, ensuring the family’s needs and my mother’s wishes were respected as she gets older. I highly recommend Lauren as a knowledgeable, trustworthy, and dedicated financial advisor who serves as an exceptional partner in managing investments and trusts.

Byron Walker
AT&T

I recently worked with Chris Grellas to review and optimize my 401k, and I couldn’t be more impressed with his professional and personalized service. From the start, he was incredibly informative and accessible, taking the time to thoroughly break down complex investment strategies and tailor advice to my specific financial goals and risk tolerance. Chris was patient and detail-oriented, ensuring I never felt rushed or overwhelmed and that I had a clear understanding of every decision before moving forward. Thanks to his expert guidance, I now feel much more confident about my retirement planning and the future of my 401k, and I highly recommend him to anyone seeking comprehensive financial advice.

Miro Gritsan
Alessandro Electric Inc.

ProsperPlan has been the perfect fit for my financial and investment needs.

Lauren and her team asked questions about my financials goals and welcomed my questions about their company. Their passion for helping their clients achieve financial security is obvious. Very professional, but personal, as well. A great mix, and as a result, I feel more secure about reaching my financial goals.

Lee Auger
Retired from Occidental Petroleum

Lauren is incredibly knowledgeable, approachable, and genuinely cares about helping her clients succeed. She’s made the process of starting my personal finance journey feel clear and achievable, and I’m so grateful for her guidance. I can see why my family trusts her—she truly goes above and beyond for the people she works with.

Annika M.
Accenture

Chris is kind, patient, and always available when I have questions. He brings a calm, thoughtful presence to every conversation and offers sound financial advice grounded in Biblical wisdom. His approach is caring, clear, and values-driven—I’m truly grateful to have him as my advisor.

Ivan Palenyy
State of CA and Kaiser Permanente

I was referred to Lauren as their best Kaiser retirement person and she didn’t disappoint. She presented me all my options in a no pressure manner. I made my decision and she made the transactions with ease.

She continues to communicate with strategies and adjustments. When my coworkers found out about how easy it was and how much my portfolio has increased. I am frequently asked for her number and happily provide the referral.

James Nelson
Retired from Kaiser Permanente

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation has been provided. As a result, clients do not receive any material incentives or benefits for providing testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about NewEdge Advisors, LLC, is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary Report which can be found online at the SEC’s Investment Advisor Public Disclosure (IAPD) database at www.adviserinfo.sec.gov

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Hear from Lauren and Chris

Opinions and Insights from Our Founders
office locations

Stop By To See Us

Explore our locations to find the ProsperPlan team near you.

Gold River Office

HQ & Mailing Address

2377 Gold Meadow Way
Suite 100
Gold River, CA 95670

(916) 909-3993

Roseville Office

3017 Douglas Blvd
Suite 300
Roseville, CA 95661

(916) 909-3993