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Nathan Anderson (CFP®, CPA)

Nathan Anderson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

As a CPA and CFP, I am focused on providing comprehensive advice as each client's family CFO. At Prairiewood Wealth Management, being a family CFO means that we assist our clients with all aspects of their finances which extend well beyond traditional investment strategy. We are uniquely qualified to integrate tax, estate, insurance, and charitable giving strategies into the overall wealth management process. At Prairiewood Wealth Management our mission is to help you keep more of what you make, make more with what you have, and create a legacy that will last beyond your lifetime.

Additional Information

I was born and raised in Oxbow, ND and grew up playing competitive golf each summer with my sister. I attended North Dakota State University where I played all four years on the golf team. While at NDSU, I received my undergraduate and master’s degrees in Accounting. After NDSU, I studied for and passed the CPA exam and began my career in the Minneapolis office of Deloitte and Touche where I worked in public accounting for nearly 5 years. After Deloitte, I returned to Fargo to pursue financial planning and obtained my CFP designation. I am now a partner at Prairiewood Wealth Management where I serve our clients as their family CFO. To connect with Nathan, please visit our website at www.pw-wm.com.

NAPFA Start Date

September 07, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3981 4th St E West Fargo, ND 58078 Phone: (701) 234-0521
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