Our Process

We are a female-focused firm. Akamai Advisors are carefully selected and must demonstrate a proven track record of success and client satisfaction. We make your planning process easy to understand, uniquely personal, time & cost efficient and fun! Schedule a meeting or attend one of our events to see what Akamai Advisors is all about!

How Can We Help?

Communication is the key to our client relationships. We want to know what is most important to you, what you would like to accomplish and any fears or concerns you may have. Our team is dedicated to helping you reach your goals within your comfort level.
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For all new clients, we engage in a 3-Step process:

Evaluate

Come get to know us! See if we are the right fit and vice versa. An opportunity to discuss your future and what you want to achieve.

Educate

You’re about to make big decisions! You need to know what you have, how it works, and how it affects you in order to accomplish your goals.

Activate

Decide how you would like to move forward. Do you want us to be the architect and/or the contractor of your plan?

Our 4-Step Process

Discover

Where You Are Now

Design

Where You Want To Go

Deliver

Your Holistic Plan

Dedicated

Service and Support

Let Us Help Improve Your Money Mindset!

It only takes one person in your family to think about money differently and put a plan in place to create wealth that will carry on for generations.

Become that one person!

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Have a Question?

For more information about any of the products and services. Fill the below form.

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The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.

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DISCLOSURES: Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Akamai Advisors and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services, etc. offered through Akamai Advisors are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site www.adviserinfo.sec.gov  For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

For more information regarding your advisor’s designations please review their ADV 2B for a detailed description. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com

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