Our Story

The founding partners established PrairieView Partners to fulfill a purpose that was not, in our view, being adequately met in the marketplace. Individuals with net worths between $2 million and $15 million – our target market – have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination.
Providing highly personalized, unbiased advice that is truly integrated across multiple disciplines is at the core of PrairieView’s business philosophy. Our goal is to serve as the central point of communication for our clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.


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