Founded in the early 1980s by Dr. Dean Forman, Prospero Wealth Advisors was born from core American values such as hard work, family, and community. Dean began his journey as a solo entrepreneur and, in 1987, co-founded Genovese Forman & Burford, marking the beginning of a journey defined by growth and collaboration among specialty advisors. In 2008, he set out independently, integrating his family into the business, creating Prospero Wealth Advisors, led by his son-in-law Christian Baldree, and Prospero Benefits & Insurance Services, led by his sons Jared and Daniel.

At Prospero Wealth Advisors, our mission is clear: Your Prosperity, Our Priority.

A culture of personal and professional improvement underpins this mission. We believe that our advice to clients—"Live Life on Purpose"—is just as vital for our team. By recognizing and nurturing each team member's unique values and strengths, we empower them to lead abundant lives and, in turn, have the positive energy to deliver exceptional service to our clients.

Family is at the core of our values. We understand the importance of balancing professional success with personal serenity, and we strive to create an environment where our team members can thrive in both areas. By nurturing a culture that values time with family, we believe our employees are better equipped to help clients create a legacy for their family.

At Prospero, Your Prosperity is Our Priority because we recognize the profound responsibility of managing and safeguarding your financial future. We don’t just manage assets; we help our team and clients Live Life on Purpose.

We offer a wide range of specialized services, including:

Investment Advisory Services: Opportunities to invest beyond the stock and bond market.

Financial and Tax Strategy Planning: Helping high-income clients manage significant taxable investments by assessing after-tax risk/return opportunities and optimizing tax mitigation strategies.

Corporate Retirement Programs: Providing employees direct access to professional financial planners and investment advisors.

Employee Benefit Programs: At Prospero Benefits & Insurance Services, our team crafts tailored solutions to meet the needs of businesses and their employees.

Medicare Supplement Plans: Aligning clients' needs with the right supplement plan.

Our unique partnership model enhances the quality of our service. Clients often have multiple advisors, including a lead advisor and specialists, assigned to their accounts. This model allows us to handle complex planning, benefits, and investment transactions effectively.

Leadership Team

Our leadership team comprises:

Christian Baldree, Founding Partner: An attorney by background, Christian delivers an in-depth perspective on tax mitigation and estate planning strategies.

Kevin Thelen, Chief Investment Officer: Holds Certified Financial Planner and Chartered Financial Analyst credentials, offering insights into investment opportunities beyond the stock and bond markets.

Sean McCabe, Managing Partner: Sean is a financial advisor responsible for managing key client relationships. As managing partner, he ensures that our partners and staff are integrated effectively to serve our clients.

Looking ahead, we are committed to developing our employees into the next generation of financial advisors, client support representatives, and business managers. By cultivating strong employees, our current clients can continue to receive great service while accommodating the needs of future growth.