ProsperiFi is a financial planning firm dedicated to helping success-driven people pursue their financial goals and manage wealth.
Who We Are,
What We’re About
Who We Serve
Get in Touch
Our Service Commitment
We are committed to personal, platinum-level service each step of the way. At ProsperiFi, the client always comes first.
We don’t do cookie-cutter financial planning. We believe the best financial strategy is one crafted around the client. At ProsperiFi, meet with a personal financial advisor to create a financial strategy around your income and goals. Build an ongoing relationship with your advisor with continuing goal assessment and strategy review.
Our collaborative approach helps identify the best strategies towards your desired outcomes. Gain the clarity, efficiency, and effectiveness a personal financial advisor can offer.
At ProsperiFi We Emphasize:
Creating Trust
Building and executing a sound investment strategy is a process taking place over time. Build a relationship with your advisor, pursue financial goals, and build trust in planning for the future.
Facilitating Success
We define our success by yours. At ProsperiFi, your financial advisor is someone invested in your success. Accompanying our clients on their financial journeys to success is what drives us.
Client Satisfaction
Our best review is client success. Intelligent planning, decisive action, and ongoing review help our clients get the most.
Investment Philosophy
We view the financial services marketplace as a toolbox filled with tools for building tailored, personalized financial strategies. We use our experience to select the best tools for pursuing your goals.
Our investment philosophy includes:
- If the markets, facts, or other influences change, we are prepared to respond to them with appropriate changes to financial strategies.
- We make decisions based on comprehensive financial planning,
- Our strategies are crafted with extensive research, rather than trends or fads.
- Our investment strategies are built for the long-term.
- A diverse portfolio can help reduce risk and improve return.
- Optimize strategies by reducing complexity, costs, and tax obligations wherever possible.
*There is no strategy, including diversification, guaranteed to assure success or protect against loss.
Founder Profile
Krzysztof ‘Kris’ Garlewicz
Kris Garlewicz is the Founder and President of ProsperiFi, where he serves as a Financial Bodyguard for family-owned businesses. He specializes in transforming complex financial landscapes into clear, actionable strategies that protect and grow generational wealth.
With over two decades of experience, Kris has guided families, entrepreneurs, and executives through holistic financial planning, encompassing retirement, estate, and investment strategies. His approach is rooted in values, aiming to align personal and professional goals for lasting impact.
Kris holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Plan Specialist® (CRPS®) designations. He earned his Bachelor of Science in Finance and Economics from the University of Illinois and completed advanced financial planning studies at Northwestern University.
Beyond his professional endeavors, Kris is a proud father of six children. His commitment to family deeply influences his dedication to helping clients build legacies that endure.
Kris’s insights have been featured on national platforms like Wall Street Today, and he is the author of an upcoming book on tax strategies for family businesses.
Our dedicated team of financial and operations professionals stands ready to advise and assist you in executing your plans.
Edyta Steinbrunner
Service Excellence Coordinator
Kasia Garlewicz
Operations Director