About Plan to Prosper Wealth Management
Erick J. Palacios, MBA
Fiduciary Wealth Advisor
Plan to Prosper Wealth Management
Erick J. Palacios, MBA – Fiduciary Wealth Advisor
Erick graduated with a bachelor’s degree in Finance and Economics from the University of Florida and earned his Master’s in Business Administration from Jacksonville University. He has a wealth of experience within the financial services industry having spent years in the banking sector working with both community and large banks as well as investment management firms. Erick’s experience ranges from investment and retirement planning to advanced tax strategies, wealth management, consumer and small business lending. Erick’s focus is spent on helping clients, regardless of the stage in life they are in, to make sure they develop a measurable plan toward achieving their short- and long-term financial goals. Lastly, his experience in business management and financials makes Erick well positioned to work with business owners to navigate wealth accumulation strategies using business and personal cash flows.
Erick believes in giving back to his local community as evidenced by his involvement in many organizations. He has served as past treasurer and president of Ormond Beach Rotary Club, Florida Hospital Foundation Finance Chair, Chairman of the Volusia County Finance Housing Authority, Pine Trail School Advisory Committee, Ormond Beach Mainstreet board and Treasurer/President of the Ormond Beach Chamber of Commerce.
Brent Buckmaster
Fiduciary Wealth Advisor
Brent Buckmaster – Fiduciary Wealth Advisor
Brent has worked in the Mortgage-Backed securities arena for over 22 years since graduating from Florida State University with a degree in Management Information Systems. He worked at the trading desk with Morgan Stanley, became a partner & Chief Analytics Officer with Flatirons Hedging Analytics, LLC and has now joined the wealth management team at Plan to Prosper. His passion for helping clients build a solid financial plan is deeply rooted in his upbringing as he noticed firsthand that financial advisors left lots of communities underserved. His main goal is to help individuals, families and business owners lay the foundation for success in their financial lives through thoughtful financial advice.
Heidi Smalley
Administrator
Heidi Smalley – Administrator
At the heart of our organization is a commitment to people. Heidi ensures that every client interaction is handled with responsiveness, professionalism and attention to detail. From managing day-to-day operations to nurturing strong client partnership, Heidi brings with her a track record of award-winning customer service and her genuine passion for helping others. Her commitment to excellence and client-first approach strengthen our mission to deliver seamless operations and exceptional experiences at every touchpoint. Her dedication ensures that every client interaction is smooth, responsive and handled with care a reflection of the high standards our company is known for.
Portfolio Management
Tailored investment strategies designed to help you achieve your financial goals while managing risk.
Retirement Planning
Develop strategies to ensure your retirement years are financially secure and fulfilling.
Protection Planning
Strategies to safeguard your wealth and loved ones from life’s uncertainties.
Estate Planning
Preserve your legacy with thoughtfully designed estate plans, ensuring your wealth is distributed according to your wishes.
Education Planning
Secure your children’s academic aspirations with strategic savings plans, making higher education attainable and worry-free.
401k Plan Advisory Services
Maximize the potential of your retirement plan with professional insights, helping employees secure a prosperous future.
Contact us
Ready to take the first step towards financial prosperity? Our team at Plan to Prosper is here to provide expert guidance tailored to your unique goals. Contact us today and embark on a journey towards securing your financial future.
Our Services
DISCLAIMER
Plan to Prosper Wealth Management is an independently owned investment adviser located in Ormond Beach, FL, registered with the [United States Securities and Exchange Commission (SEC) / State Securities Regulators]. Registration does not imply a certain level of skill or training. This website is for informational purposes only and should not be construed as a solicitation to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Plan to Prosper Wealth Management and its representatives are in compliance with the current registration and/or notice filing requirements imposed by those states in which Plan to Prosper Wealth Management maintains clients. The Firm may only conduct business in states where it is registered or qualifies for an exemption or exclusion from registration. Any direct communication with a prospective client will be conducted by a representative who is properly registered, or exempt, in the state where the prospective client resides. A copy of Plan to Prosper Wealth Management’s current disclosure documents – Firm ADV Part 2A (Firm Brochure, Part 2B (Brochure Supplement), and Form CRS (Customer Relationship Summary) – which describe the Firm’s business practices, services, fees, and conflicts of interest, are available free of charge upon request or by visiting the SEC’s Investment Adviser Public Disclosure (IAPD) website. Plan to Prosper Wealth Management is an independently owned investment advisor located in Ormond Beach, FL and registered with the SEC. All service marks and content on this site are the property of Plan to Prosper Wealth Management, unless otherwise noted. Materials may be downloaded for personal, non-commercial use only, provided that copyright or other proprietary notices are not removed. Any reproduction, distribution, or republication of materials for commercial purposes without prior written consent of Plan to Prosper Wealth Management is prohibited. The information on this website may contain errors, omissions, or outdated data. Plan to Prosper Wealth Management does not warrant the accuracy, timeliness, or completeness of the information and provides all materials “as is,” without warranties of any kind, express or implied, including but not limited to merchantability, fitness for a particular purpose, or non-infringement. This site may contain links to third-party websites for convenience only. Plan to Prosper Wealth Management does not review, control, or guarantee the accuracy or completeness of information on those sites, and does not endorse their content, products, or services. To the fullest extent permitted by law, Plan to Prosper Wealth Management shall not be liable for any damages (direct, indirect, incidental, or consequential) arising out of your use of this site or reliance on the information provided herein. Certain state laws may not allow limitations on liability, so these exclusions may not apply to you. The services described on this website are offered exclusively to U.S. citizens and residents. All investments involve risk, including possible loss of principal. Past performance is not a guarantee of future results. © 2025 Plan to Prosper Wealth Management