We partner with clients to provide faith-based financial advice through personal conversations, creating the life and future they desire. PrairieView Wealth & Tax Advisors (Evening hours are available by appointment on Tuesdays and Thursdays)
Tim Regan, Founder and Wealth Partner
Designations: CFP®, ChFC®, FIC
States licensed to do business: AZ, FL, IA, IL, IN, MI, MN, MO, OH, VA, and WI
Robert
Morvice Director of Operations and Senior Wealth Advisor
Designations: CFP®
Licensed to do business in IL, MI, OH, and WI
We provide trusted and faith-based financial advice. See disclosures at https://pv-wp.com/disclosures/
The material presented by PrairieView Wealth & Tax Advisors is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by PrairieView Wealth & Tax Advisors, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. PrairieView Wealth & Tax Advisors expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.