The objective of the team at Prescott Financial is to provide innovative and practical financial programs for our valued clients.
Our firm’s collective capabilities and experience; combined with our forward-thinking methodology, allows us to assess and offer our clients
with a wide-range of financial products and services catered to their specific needs.
services tag
OUR SERVICES
Whether it’s developing a financial strategy, creating
a customized executive benefits program for your
business, or preparing a detailed asset allocation analysis,
our team of financial professionals are here to assist you through the entire process.
Financial Planning
Financial planning is an ever-changing and continuous process that takes into account not only your financial life but also your personal life, which includes your hopes, values, and dreams.
Wealth Management
Provide asset management services designed to help individuals create, implement, and monitor a disciplined investment strategy that will help them progress steadily towards reaching their goals.
Risk Management
A truly comprehensive financial plan can help protect both you and your family from a wide range of financial risks, including risks associated with loss of life, disability, and estate taxes.
OUR TEAM
The keys to our firm’s success is our professional excellence, integrity, and our constant pursuit of open communication. Our associate’s credentials, experience, and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for each of our clients.
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Benjamin Prescott, CFP®
Founder & CEOBenjamin Prescott has been in financial services since 2008. Ben’s industry knowledge focuses on helping executives, family offices, and business owners accumulate....
Lisa Bellenger
Branch Operations AssociateLisa began her financial services industry career in 1996 as a Marketing Assistant. In 2022, she joined Prescott Financial as the Branch Operations Associate.
Brett Bina, CFA, CAIA
Portfolio ManagerBrett's goal is to provide clients with the highest level of client service coupled with a financial planning-led investment philosophy that emphasizes risk management and tax...