A complete list of active advisors currently associated with PNW Prosperity & Wealth Management

Warmer can help you find a great advisor at PNW Prosperity & Wealth Management or one who fits your needs even better.

PNW Prosperity & Wealth Management is a state-registered, fee-only investment adviser that serves individuals, families, small businesses, trusts, estates, conservatorships, and nonprofit organizations. Its services include comprehensive and modular financial planning, retirement and education planning, tax-aware investment guidance, and portfolio management for individual accounts on both discretionary and non-discretionary bases. The firm’s investment work uses fundamental and comparative analysis supplemented by third‑party research, generally favoring diversified vehicles such as mutual funds and ETFs while recommending individual securities when appropriate. It provides ongoing account monitoring and periodic reviews for managed accounts and also offers standalone, billed-in-arrears hourly consultations and project-based planning tailored to a client’s objectives and risk tolerance. Noteworthy elements relative to peers include the explicit availability of hourly planning engagements alongside AUM-based management (a service model that is uncommon among similar firms), advisory services for nonprofits and endowments under prudent‑investor standards, and a written business continuity and succession plan for adviser unavailability. The firm does not act as a private fund adviser, does not take custody of client assets, and leaves custody choice to the client while identifying a preferred custodian for execution and reporting.

To learn more about the advisors currently working at PNW Prosperity & Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Howard	Camas, WA	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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