A complete list of active advisors currently associated with PrairieView Wealth & Tax Advisors
Warmer can help you find a great advisor at PrairieView Wealth & Tax Advisors or one who fits your needs even better.
PrairieView Wealth & Tax Advisors serves individuals (including high‑net‑worth clients), families, family offices, trusts, estates and private foundations, offering personalized financial planning and both discretionary and non‑discretionary investment management. The firm also coordinates related tax preparation and accounting services through an affiliated tax practice and provides access to insurance products via advisory personnel who are licensed insurance professionals. The firm’s investment process begins with a comprehensive review of each client’s financial condition, risk profile, goals and tax situation, and primarily employs fundamental analysis to construct largely long‑term, tax‑aware portfolios using mutual funds, ETFs and other securities. PrairieView tailors strategies to client needs, may recommend or monitor third‑party external managers, and conducts ongoing monitoring with at least annual client reviews; it can also review held‑away retirement and education plan accounts without charging an investment management fee. What is noteworthy relative to many peers is the firm’s close integration with an affiliated tax practice—its tax arm prepares individual and corporate returns and certain staff serve as enrolled agents—so tax planning and tax preparation are available within the same advisory group. In addition, several advisory personnel are licensed to sell insurance and may receive commission‑based compensation for those sales, a relationship the firm discloses and manages as a potential conflict of interest.
To learn more about the advisors currently working at PrairieView Wealth & Tax Advisors, 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 |
|---|---|---|
Frankfort, IL
| 3
| |
Frankfort, IL
| 15
| |
Frankfort, IL
| 0
| |
Frankfort, IL
| 29
|
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