A complete list of active advisors currently associated with Prairiewood Wealth Management

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

Prairiewood Wealth Management is a fee-only, fiduciary advisory firm that serves primarily individual and family clients — typically households with net worths between $1 million and $50 million and higher-earning families — providing wealth management that combines financial planning, tax planning, and discretionary investment management. The brochure also discloses supplemental services for a subset of clients, including tax return preparation, payroll support, and optional access to estate-planning software. The firm describes a long-term, value-oriented investment approach that emphasizes fundamental analysis, earnings yield and return on invested capital, and construction of portfolios using individual equities, ETFs and low-cost mutual funds; US small-cap equities (market caps under $1 billion) and a concentrated ~25-stock approach are used in some accounts, with quarterly rebalancing. Prairiewood also notes it manages held-away retirement and HSA assets through a third‑party platform, provides discretionary management for other registered advisers, and may recommend alternative investments such as private placements or hedge funds that can involve leverage. Compared with many peers, Prairiewood discloses two relatively uncommon features: the firm may use derivatives within separately managed accounts, and it references third‑party ratings in its materials. Other distinguishing details in the brochure include the in‑house delivery of tax preparation and payroll services for select clients and an articulated practice of managing accounts for other advisers, all delivered by a seven‑advisor team overseeing roughly $365 million in discretionary assets.

To learn more about the advisors currently working at Prairiewood 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.