Nathan M. Anderson, CFP<sup>&reg;</sup> - Financial Advisor

Nathan M. Anderson, CFP®

Prairiewood Wealth Management

3981 4th ST E
West Fargo, ND 58078-2865
+ 1 More Location

Prairiewood Wealth Management

43rd St S
Fargo, ND 58104
FINANCIAL ADVISOR'S WEBSITE
(701) 234-0521 CONNECT WITH Nathan
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General

Nathan Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prairiewood Wealth Management in West Fargo, ND and the surrounding communities.

Financial Advisor Overview

As an SEC registered investment advisory firm, Prairiewood works with clients regardless of location using virtual meetings or is happy to meet in-person with clients from the local area. To learn more about our firm, please visit our website at www.pw-wm.com.

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Financial Advisor Experience

I was born and raised in Oxbow, ND and grew up playing competitive golf each summer with my sister. I attended North Dakota State University where I played all four years on the golf team. While at NDSU, I received my undergraduate and master’s degrees in Accounting. After NDSU, I studied for and passed the CPA exam and began my career in the Minneapolis office of Deloitte and Touche where I worked in public accounting for nearly 5 years. After Deloitte, I returned to Fargo to pursue financial planning and obtained my CFP designation. I am now a partner at Prairiewood Wealth Management where I serve our clients as their family CFO. Prairiewood is a fiduciary, fee-only, independent wealth management firm, and we are committed to providing full-service investment management and financial planning to our clients. Because we believe a comprehensive approach to wealth management is necessary to help our clients reach their goals, we include one of our in-house CPAs in the ongoing planning process and utilize our professional network of estate and insurance professionals to integrate detailed tax, estate, and insurance planning into the full wealth management process. We are committed to providing generational service so that we can be the last wealth management firm our clients will ever need. Our clients are individuals and families who need comprehensive wealth management services, whose largest lifetime expense is taxes, and who value having an advisor who can plan and coordinate all areas of their financial life. We are dedicated to helping each of our clients keep more of what they make, make more with what they have, and create a legacy that will last beyond their lifetimes.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Investment Management, Real Estate, Retirement, Stocks & Bonds, Succession Planning, Personal Taxes

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Helpful Financial Planning Resources