Message From the President

A warm welcome to all our clients and visitors,

Information in the news these days – particularly the often-dramatic economic headlines – can give even seasoned investors pause and leave all of us in a state of uncertainty, if not anxiety.

Prairie exists, first and foremost, to guide you through complexity and confusion toward clarity and a sense of financial well-being. Our goal is to “Simplify Your Financial Life.”

At Prairie Investment Advisors, we make a pledge to walk side by side with each client, focusing on helping them understand the complex environment surrounding their finances in a way that will simplify their financial lives.

If You Are New to Prairie

This site is designed to answer many questions you might have about our firm, from our services and investment management approach to our people. But don’t stop just with the information on these pages. We invite you to call or email us with questions or to schedule a complimentary consultation. If you would like to streamline the consulting process, consider using our New Client Profile. This online form will help you to gather and submit as much or as little background information as you wish. Any information you provide will be kept in strict confidence according to our privacy policy and will help us develop more specific feedback for your consultation.

We are unique even among fee-only financial planners in that we offer you a signed a fiduciary statement in which we make a commitment to disclose all compensation or benefits we receive from recommending financial products. This is one of the ways we live out our promise to put your interests first. No hidden fees, no surprises. By positioning ourselves on the same side of the table with you, it leaves us free to provide completely objective, unbiased advice.

If you are not sure about working with a financial advisor, How to Choose a Financial Advisor explains the role of an investment advisor and financial planner and how you can put the financial advisor’s knowledge to work for you. We also detail the safeguards individuals should look for to avoid theft and fraud and how Prairie protects our clients.

To Our Current Clients

One of the ways we serve you is by sifting through the hype surrounding investment products, the overload of financial “information”, and the numerous theories that are advanced, often to sell high-priced investment advice. We single out and explain the issues that really matter in order to give you a critical advantage in designing and implementing your financial plan and making wise investment decisions.

We want this website to be a useful resource for you, and a way for you to introduce Prairie to your friends and family. If you haven’t done so recently, check out our newsletters section. In addition to timely updates about emerging developments and trends, there’s also an archive of past issues. And remember that we offer a wide array of time-saving calculators for tasks like planning college funding, projecting the cost of retirement, or analyzing home affordability – to name a few.

Finally, please let us know if there is something you’d like to see on the site that isn’t here. You are the source of some of our greatest insights and improvements. Thank you.

We look forward to meeting with you.

Sharon A. Adelmann, CFP®

Owner and Manager

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.