Why choose an independent advisor like PrairieView Partners instead of a large financial institution?
A key part of our mission is to give our clients highly personalized wealth management advice. Unlike large financial institutions, we provide customized planning and build unique portfolios. We believe that these services are not scalable in a corporate model, where efficiency concerns often lead to a “cookie-cutter” approach. To offer the level of service we think is necessary, we are committed to only working with a select number of clients. Our independence allows us the freedom to implement each person’s investment plan without regard to a particular product or investment vehicle.
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- Why choose an independent advisor like PrairieView Partners instead of a large financial institution?
