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Independent, But Not Alone

As an independent financial planning practice, at Prana Wealth Management, we still appreciate the benefits of a purpose-built community. As such, we have carefully selected some of the very best providers in our industry to help elevate the services we offer you with ease and efficiency.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.

Strategic Partners

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.

Want to discuss working with us and our strategic partners in more detail? We’d love to talk!


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