PrairieView Partners is a locally-owned, independent, fee-only, financial planning and investment management firm in St. Paul, Minnesota.
We were founded with the idea of giving everyone we work with a comprehensive and integrated
wealth planning experience that is similar to how the very wealthy rely upon their assorted
financial, investment, tax and legal advisors.
- We do this by assigning to every client a team of experienced professionals, including a certified financial planner, an investment specialist, a certified public accountant, and an estate planning attorney.
- Each member of this advisory team knows the people they work with personally and professionally and we all work together to make sure that every client’s financial, investment, tax, and estate planning needs are continually addressed and each component of the plan is coordinated across disciplines.
- To provide and maintain the level of service and personal attention we promise, we work with a select group of individuals and families who we think will benefit most from our servicing model.
Today, more than 200 individuals, families and trusts in Minnesota and across the country look to PrairieView Partners as their personal wealth advisor. Learn WHY we do it better.