About Nathan
As a CPA and CFP, I am focused on providing comprehensive advice as each client's family CFO. At Prairiewood Wealth Management, being a family CFO means that we assist our clients with all aspects of their finances which extend well beyond traditional investment strategy. We are uniquely qualified to integrate tax, estate, insurance, and charitable giving strategies into the overall wealth management process. I was born and raised in Oxbow, ND; attended North Dakota State University (undergrad and master's in Accounting); passed the CPA exam; worked in public accounting for nearly 5 years at Deloitte in Minneapolis before returning to Fargo to pursue financial planning.
Areas of focus
Credentials & background
Designations
Licenses
Clients served
Registered in
North Dakota
Regulatory
The firm
Prairiewood Wealth Management is an independent Registered Investment Advisory (RIA) firm headquartered in Fargo, North Dakota, with approximately $350 million in assets under management, serving high net worth families and individuals across the United States.
3175 Sienna Dr S #100, Fargo, ND 58104