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Plan & Prosper Financial Partners

At Plan and Prosper Financial Partners, we are all about making your financial journey as rewarding and enjoyable as the destination. Think of us as your go-to guides for financial planning, investment management and retirement. We are here to simplify the complex, celebrate milestones, and keep your goals at the center of everything we do. Your focus can now be living your best life– today and tomorrow.

Our Services

Retirement Planning

Develop and implement a retirement roadmap incorporating Social Security, Medicare, and retirement income strategies.

Wealth Management

Investment options and portfolios that align with your short- and long-term goals.

Tax Planning & Strategies

Collaboration with you and your CPA to maximize tax strategies and diversification.

Your Financial Partners

Seth Borders, CFP®, CPWA®

Co-Founder, Wealth Advisor

Call/ Text: 610-314-4456

Email Seth

Ruthanne Monteleone, CFP®

Co-Founder, Wealth Advisor

Call/ Text: 610-314-4828

Email Ruthanne

Zach Cooper

Wealth Strategy Associate

Call/ Text: 610-314-0401

Email Zach

Check the background of investment professionals on FINRA’s BrokerCheck.