A complete list of active advisors currently associated with Prana Wealth Management LLC

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

Prana Wealth Management is a state-registered investment adviser that works with individuals, high-net-worth clients, charitable organizations, businesses, and trusts. The firm provides comprehensive financial planning (offered on retainer or hourly) and discretionary investment management, including fiduciary advice for retirement accounts. Investment decisions are grounded in Modern Portfolio Theory and typically implemented with diversified, low-cost index mutual funds and ETFs, with rebalancing guided by tax and transaction considerations. The firm also incorporates fundamental, technical, and cyclical analysis as complementary research tools and tailors asset allocation to each client’s goals, risk tolerance, time horizon, and tax situation. Noteworthy distinctions include an in-house educational/media operation that produces the “How To Retire” YouTube channel and related content, and the brochure discloses the firm may offer seminars or workshops and accept sponsorships for that media (with the potential conflicts disclosed). The firm also states it provides comprehensive financial planning at no additional charge for client relationships above $1.5 million and maintains a relatively small client roster, which the brochure indicates supports ongoing, personalized planning contact.

To learn more about the advisors currently working at Prana Wealth Management LLC, 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
Patrick King	Atlanta, GA	16

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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.

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