Coach | Model Office | Partner
Greg Hammer brings an incredible wealth of knowledge and experience as a coach, model office and partner of Clarity 2 Prosperity and Prosperity Capital Advisors. He has been a top advisor in the financial services industry for over 20 years and was recognized in the top five candidates for 2014 Advisor of the Year by Retirement Advisor magazine.
Greg has a proven track record of providing a comprehensive and holistic advising approach to his clients for their financial, insurance and tax needs. After graduating from Yale University with a B.A. in Applied Mathematics, Greg began his career in the financial services industry. In 2004, he opened his own independent financial advisory practice, Hammer Financial Group. In the beginning, the practice was primarily run on a broker-dealer transactional platform. Greg had always hoped to build a comprehensive advisory practice that could serve all of his clients’ needs under one roof, and as the years went on, he saw the importance of transitioning away from the broker-dealer model to a fee-based investment advisory model. He successfully transitioned to independence and opened a tax practice and medicare supplement practice within his firm so that he could offer holistic financial and retirement planning solutions to his clients.
Greg averages over $20 million of AUM and indexed annuity production per year with little to no marketing expenses. His holistic advisory firm services more than 2,200 tax clients and 800 financial advisory clients a year.
Greg serves on the Christian Day Board for his church school and has been a board member for a not-for-profit organization for several years. He is the treasurer for the local chapter of Ducks Unlimited, which raises money to purchase and preserve wetlands for wildlife. Hammer Financial Group regularly participates in Toys for Tots and collected over 200 toys last year. Greg is a member of Ed Slott’s Elite IRA Advisor GroupSM and has satisfied the qualifications for the Million Dollar Round Table’s (MDRT) Top of the Table. In college, Greg was a member of the 1990 Ivy League Championship Yale football team.
- President of Hammer Financial Group
- Transitioned from broker-dealer platform to comprehensive advisory practice
- Provides financial advisory and tax planning and preparation services
- Active in his local community and charitable organizations
- Member of 1990 Ivy League Championship Yale football team
- Ed Slott’s Elite IRA Advisor GroupSM
- MDRT Top of the Table
- Ducks Unlimited