Live the Life You Want With Smart Financial Planning

At PrairieView Partners, we’ll provide you with a clear plan and expert guidance on how to manage and enjoy your wealth — for today and tomorrow.

Am I saving, spending and investing the right way?

It’s hard to enjoy life when financial questions are constantly weighing on you. Our team will help you make the right decisions.

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Live Without Financial Stress

We'll give you clarity to make financial decisions with confidence so you can live life to the fullest and pursue your passions while protecting your long-term goals.

Prepare For the Future

Instead of worrying about retirement, look forward to what the next chapter of life has in store. Let us help you develop a plan that allows you to retire on your terms.

Have Ongoing Support

We know life can throw you curveballs and plans can evolve. As circumstances change, we’ll always be here to help you adjust your finances accordingly.

Our advisors have been doing this for quite a while — over 20 years, in fact.

We've seen how stressful it is when you try to manage your money on your own. That’s why we have CPAs, CFP®s, CFA Charterholders, and attorneys on our team to give you expert guidance and a well-structured plan for growing your wealth.

Where do I even begin?

All it takes is one conversation with us to start living more comfortably now and be better prepared for the future.

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Talk With an Expert

Becoming confident in your financial situation begins with a conversation between you and our advisors. This is where we’ll learn all about you and what you want out of life.

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Have a Plan

Our team will put together a thorough financial plan and analyze your investments to make sure you feel confident in your future decisions.

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Enjoy Your Wealth

Once you decide to move forward, we begin managing your plan for you and helping you move closer to your financial goals.

The Guidance You Need to Reach Your Goals

Managing, protecting and growing your wealth requires comprehensive planning in all areas of life.

Portfolio Management

We construct an investment portfolio around your needs and goals, rather than presenting you with boilerplate financial plans.

Stock-Based Compensation

Your stock-based compensation is a valuable component of your wealth. We help optimize the potential of these tools based on your goals and financial plan.

Retirement Planning

We’ll help you understand what your retirement could look like and set a plan to get and stay on track for the retirement you desire.

Risk Management

Your needs are our priority. We focus on finding the right insurance coverage for you, rather than earning a commission.

Tax Planning

With over 30 years of experience, our CPAs can strategize to help position your financial plan and investments for the lowest tax burden possible.

Charitable Planning

We’ll help evaluate the best approach for meeting your charitable objectives while producing the best tax results.

Estate Planning

Make sure you have a carefully documented estate plan that clearly expresses your wishes for passing on wealth.

Trust & Estate Administration

We’ll work with you every step of the way to ensure any estate or trust you’re involved with is administered properly.

Client Experiences

Dan and Amy were able to coordinate all their savings goals to set their kids up for college and get them on the right track for an early retirement. By looking at the whole picture, they were also able to ensure that their accounts were set up in accordance with their estate plan and how they wanted their assets to pass to their kids.

Working toward an early retirement and funding college for their kids.
Dan & Amy

Get Where You Want To Be

Let our advisors help clarify your current financial situation and give you a plan for working towards your long-term goals.