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
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 20 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 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 a 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.
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
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Charles Prudhomme is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Charles Prudhomme is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Charles Prudhomme is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Charles Prudhomme
Office Locations:
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7840 Moorsbridge Road
Portage, MI 49024 -
999 Vanderbilt Beach Road
By Appointment Only
Naples, FL 34108
