Charles Prudhomme

CFP®, MBA

LVM Capital Management, LTD.

Financial Advisor

Charles Prudhomme

CFP®, MBA

LVM Capital Management, LTD.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Charles Prudhomme, CFP®, MBA

(269) 321-8125

Fee-Only financial planner located in Kalamazoo, MI and and Naples, FL, serving clients nationwide

Charles Prudhomme is a Kalamazoo, MI and Naples, FL area fee-only financial planner. LVM Capital Management, LTD. provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Charles Prudhomme is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Chuck Prudhomme is a Principal at LVM Capital and is a CERTIFIED FINANCIAL PLANNER professional. He is a graduate of Wheaton College and received his MBA from Western Michigan University. Chuck has over 15 years of financial planning experience and specializes in the areas of retirement, estate and charitable planning. In addition to his financial planning role, Chuck oversees all internal operations and serves as a compliance officer for LVM. Chuck is an active member of the NAPFA and FPA financial planning organizations as well as the Advent Users Group (AUG) and National Society of Compliance Professionals (NSCP). A father of four young children, Chuck spends much of his spare time being a great dad.

LVM provides customized wealth management, combining asset management with financial planning.  Financial planning includes estate, income tax, cash flow and retirement planning.  Integrating asset management and financial planning creates a powerful combination to better serve clients.  LVM's team includes CFA charterholders and a CFP practitioner.

Charles Prudhomme is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
LVM Capital Management was founded in 1988 by Russ Leonard and Craig Vander Molen as a research-intensive investment management firm. In 2001, it evolved into an integrated wealth counsel and management firm offering financial and estate planning as well as customized portfolio management, with an emphasis on strong, long-term client relationships. While our capabilities have grown to include more comprehensive financial services, our mission has remained true to the original philosophy of our founders – to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, creative planning and experienced investing.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Charles Prudhomme

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Office Locations:

  • 7840 Moorsbridge Road
    Portage, MI 49024
  • 999 Vanderbilt Beach Road
    By Appointment Only
    Naples, FL 34108

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