Nathan Anderson
CFP®, CPA
Prairiewood Wealth Management
Family CFO
Nathan Anderson
CFP®, CPA
Prairiewood Wealth Management
Family CFO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nathan Anderson, CFP®, CPA
Fee-Only financial planner located in West Fargo, ND, serving clients locally and across the country
Nathan Anderson is a West Fargo, ND fee-only financial advisor serving clients locally and across the country. Prairiewood Wealth Management provides comprehensive financial planning, protective tax planning and investment management to help individuals and families with $1M-$50M in net worth organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nathan Anderson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Nathan Anderson graduated from North Dakota State University where he earned his Bachelor of Science and Master’s degrees in accounting. After graduating from NDSU, Nathan spent the first 5 years of his career working in public accounting in the Minneapolis office of Deloitte & Touche, LLP.
While at Deloitte, he was part of the Audit and Assurance group and served both public and private clients gaining experience in a variety of industries and businesses. His time at Deloitte provided him with a great chance to work with and learn from some of the most talented CPAs in the business.
In addition to his accounting degrees, Nathan’s educational background has focused on finance and investing. He is a Certified Public Accountant (CPA) as well as a Certified Financial Planner (CFP®) and has been part of the Prairiewood Wealth Management team since April 2019.
PERSONAL BACKGROUND:
Nathan was born and raised 10 miles south of Fargo in Oxbow, ND and grew up spending his summers playing competitive golf. Both his parents and sister (Amy Olson) also golf. The entire family was able to build great family memories each summer together on the golf course.
After high school, Nathan was given the opportunity to play golf for NDSU where he played all four years. After graduating from NDSU, Nathan spent the next summer caddying for his sister who had turned professional and was in her rookie year on the LPGA tour. Many great memories were created that summer!
Nathan currently resides in Fargo with his wife, Katie Jo, and enjoys the time he gets to spend with his immediate and extended family. They all enjoy golfing together, playing pickleball, eating out, and relaxing at home.
Nathan is actively involved at Triumph Lutheran Brethren Church and the Downtown Fargo Rotary Club.
Nathan Anderson 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.
Prairiewood is a fiduciary, Fee-Only, independent wealth management firm, and we are committed to providing full-service investment management and financial planning to our clients. Because we believe a comprehensive approach to wealth management is necessary to help our clients reach their goals, we include one of our in-house CPAs in the ongoing planning process and utilize our professional network of estate and insurance professionals to integrate detailed tax, estate, and insurance planning into the full wealth management process. We are committed to providing generational service so that we can be the last wealth management firm our clients will ever need.
Our clients are individuals and families who need comprehensive wealth management services, whose largest lifetime expense is taxes, and who value having an advisor who can plan and coordinate all areas of their financial life.
As an SEC registered investment advisory firm, Prairiewood works with clients regardless of location using virtual meetings or is happy to meet in-person with clients from the local area.
Our mission is to help each of our clients keep more of what they make, make more with what they have, and create a legacy that will last beyond their lifetimes.
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
- Individuals with $1M-$50M in Net Worth
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Nathan Anderson 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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Nathan Anderson 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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Nathan Anderson is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Nathan Anderson
Office Locations:
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3981 4th Street E
West Fargo, ND 58078
