About Us > Values

Values

We are committed to preserving your financial wellbeing for life and beyond. To guide the actions of our employees and hold us to this commitment, we focus on the following core values:

Honesty
We will always provide honest and straightforward information to all our clients , in order to create and maintain long-term, lasting relationships while maintaining their financial wellbeing.

Integrity
We will always demonstrate the utmost integrity by upholding the highest ethical standards of our industry, in accordance with regulation and laws as they apply to the services we provide.

We will always conduct business in a manner that reflects positively upon the reputation of our firm and, most importantly, our clients.

Education
We will always encourage and support our employees in continuing their education through ongoing training.

We provide our employees with the necessary tools and resources to stay current in the industry, in order to always offer our clients the most knowledgeable professionals and up-to-date information available.

Respect
We treat all of our clients equally, with the utmost respect and protection for their private and personal information. We welcome clients of all ages and from all walks of life and will never discriminate for any reason.

We recognize that our clients’ time and needs are just as valuable as our own and will therefore always be mindful and respectful of yours.

We know that these principles are of upmost importance in forming the trusting and lasting relations that our clients deserve.

Customer Satisfaction
Our clients are the foundation of our company and we promise to uphold the highest level of service throughout our professional relationship.


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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business 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. Dowd & Associates and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through Dowd & Associates 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.