Our Firm

In 1993, in order to meet the needs of business owners and clients, the Prism Financial Group was created.

We are a financial planning, investment advisory and college planning firm dedicated to providing clients with objective, professional, and cost effective assistance in the management of their assets.
Our founder, Michael DeLorey, feels "business owners have learned the details of their profession or industry, but often do not have the basic knowledge necessary to deal with the business realities of running a business and their personal well being. Without a basic knowledge of the different aspects of personal and investment planning, small business owners are destined to rely on sources that may be unreliable or inappropriate".
We believe that sound, intelligent investing is not guess-work. It is hard work requiring education, experience and professionalism. Building and preserving investment assets has never been more complex and time consuming.
The Prism Financial Group is dedicated to providing business owners with integrated college, retirement, investment and financial planning services of the highest quality. College planning, financial planning and advisory services are offered through Prism Financial Group LLC.