We’ve combined our years of experience and expertise with the latest technology and cutting edge disciplines to curate a core network of trusted strategic partners who help us to provide you with a top-level service and streamlined, cutting edge client experience.
Prana Wealth has partnered with TD Ameritrade Institutional (TDAI) for custodial services. Over the years, TDAI has been a tremendous advocate for independent advisors like us. By making advanced trading and portfolio rebalancing technology as well as a dedicated customer service team available to us, we can confidently say that we have the resources to compete with the largest of firms and still retain the personal feel of a local professional practice.
Prana Wealth is one of a select group of independent, fee-only wealth management firms to have access to Dimensional Fund Advisors (DFA) funds. Unlike other mutual fund companies, DFA doesn’t advertise and their funds are only available through fee-only financial advisors like Prana Wealth. Based upon the work of Nobel Prize winning economists, the DFA investment philosophy brings a scientific discipline to investing that’s unavailable anywhere else.
Prana Wealth is a proud member of the XY Planning Network (XYPN), a consortium of other fee-only, fiduciary financial advisors. XYPN helps us with compliance and back-office support as well continuing education and a community of like-minded professionals to share best practices. Since its inception, XYPN has been an advocate for independent advisors who want to elevate the financial planning industry.