Prana Wealth has partnered with Charles Schwab & Co., Inc. for custodial services. 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.