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 is a registered investment adviser that provides personalized financial planning and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients) and entities such as family offices, trusts, estates and private foundations. Beyond portfolio management and planning, the firm also offers tax preparation and accounting services through an affiliated tax practice and places insurance products through licensed advisory personnel. The firm’s process begins with a comprehensive, tax‑aware assessment of a client’s financial condition, risk profile, goals and liquidity needs to inform asset allocation and investment strategy; portfolios commonly use mutual funds and ETFs but may include equities, corporate bonds, REITs and other instruments. PrairieView relies primarily on fundamental analysis and a generally long‑term orientation, may recommend or monitor external money managers for portions of client assets, and can review or manage held‑away retirement or education plan accounts where appropriate. What distinguishes PrairieView from many peers is the formal affiliation with a tax/accounting practice and the presence of personnel who serve as enrolled agents and as contract tax preparers — an arrangement the firm discloses and notes may lead to shared client data when both services are used. The firm also discloses that certain advisory staff are licensed insurance professionals who may receive commission‑based compensation for insurance sales; clients are not required to use the affiliated tax or insurance services and the firm addresses the resulting conflicts through disclosure and internal policies.

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.