About ProsperEdge

A legacy of trust, a future of growth. Serving American families and businesses since 2004.

Our Story

Founded in the aftermath of the 2000s market shifts, ProsperEdge emerged with a singular mission: to provide unbiased, fiduciary-grade financial guidance to American families and businesses.

From our headquarters in New York City, we have grown to serve clients across all 50 states. What started as a two-person practice is now a nationally recognized wealth management firm with over $2.8 billion in assets under advisement.

Our name reflects our philosophy: we help clients find their edge—the strategic advantage that comes from disciplined planning, deep expertise, and an unwavering commitment to their success.

Est. 2004

Mission & Vision

Our Mission

To empower individuals and businesses with the financial clarity, confidence, and strategies they need to achieve lasting prosperity. We measure our success by the financial well-being of every client we serve.

Our Vision

To be the most trusted financial advisory firm in America—recognized for our integrity, expertise, and the transformative impact we create in the lives of our clients and communities.

Our Leadership Team

Meet the experienced professionals guiding ProsperEdge's vision and client commitment.

MH

Michael J. Harrison

CEO & Founder

With over 30 years of experience in wealth management, Michael founded ProsperEdge on the principles of transparency and client-first service. CFP® and CFA charterholder.

AC

Amanda L. Chen

Chief Investment Officer

Amanda leads our investment strategy with 25 years of institutional asset management experience. She holds the CFA charter and is a recognized thought leader in portfolio construction.

RW

Robert D. Williams

Head of Client Services

Robert ensures every ProsperEdge client receives exceptional service. With 20 years in financial services, he oversees our advisor teams and client experience initiatives.

Certifications & Licenses

We maintain the highest standards of regulatory compliance and professional excellence.

SEC Registered

Registered Investment Advisor with the Securities and Exchange Commission

FINRA Member

Member of the Financial Industry Regulatory Authority

CFP® Certified

Multiple advisors hold Certified Financial Planner certification

CFA Institute

Multiple team members hold the Chartered Financial Analyst designation