Prairiewood Wealth Management

Steven Nelson is a CFA® charterholder with 17 years of industry experience. He has been with Prairiewood Capital, LLC since 2008 and is currently part of the five-advisor team at Prairiewood Wealth Management in Fargo, ND. Outside of his advisory role, he is a member of East Valley Capital, LLC, a freight bill factoring business where he handles risk management and accounting. Prairiewood Wealth Management provides fee-only wealth management and financial planning services to individuals and families, primarily serving clients with net worths between $1 million and $50 million and annual incomes above $300,000. The firm employs a long-term, value-oriented investment approach with an emphasis on fundamental analysis and tax efficiency, offering a range of services including tax preparation, discretionary investment management, and access to estate-planning software.

Nathan Anderson is a CFP® professional at Prairiewood Wealth Management in Fargo, ND, with seven years of industry experience. He has previously worked at Deloitte & Touche LLP and has been with Prairiewood Capital, LLC since 2019. Outside of his advisory role, he is an owner of Harness MHP LLC, where he reviews financials and performance. Prairiewood Wealth Management provides fee-only wealth management and financial planning services primarily to individuals and families with net worths between $1 million and $50 million and households earning over $300,000 annually. The firm employs a long-term, value-oriented investment approach that includes fundamental analysis and tax efficiency, offering comprehensive planning, tax preparation, discretionary investment management, and estate-planning software access.

Dustin Richter is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Prairiewood Wealth Management since 2025 and previously held roles at Starion Bank, Thoreson Steffes, and Wells Fargo. Prairiewood Wealth Management provides fee-only wealth management and financial planning services primarily to individuals and families with net worths between $1 million and $50 million and those earning above $300,000 annually. The firm employs a long-term, value-oriented investment approach with a focus on fundamental analysis and tax efficiency, offering services that include comprehensive financial planning, investment management, tax preparation, and estate-planning software access.

Parker Jacobs is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Prairiewood Wealth Management in Fargo, ND, with three years at the firm and a total of two years of industry experience. His prior work includes roles at Bell Bank and North Country Lawns. Prairiewood Wealth Management provides fee-only wealth management and financial planning services primarily to high-net-worth individuals and families. The firm follows a long-term, value-oriented investment approach, offering comprehensive financial planning, tax preparation, discretionary investment management, and additional services such as payroll support and estate-planning software access.

Matthew Mc Intyre is a financial advisor at Prairiewood Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Choice Financial, EFS Group Wealth Management, and Security National Bank. Prairiewood Wealth Management provides fee-only wealth management and financial planning services primarily to individuals and families with net worths between $1 million and $50 million and household incomes above $300,000. The firm employs a long-term, value-oriented investment approach with portfolios built from individual equities, ETFs, and mutual funds, complemented by comprehensive financial, tax, and estate planning services.