Are you on the right financial path to achieve what’s most important to you?

Let us help.

Why should you choose Prudeo Partners?

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Through a unique approach to discovering your goals, we develop and manage personalized, goal-based financial plans that give you the peace of mind that you can afford what is most important to you when you reach your plan’s key milestones.

A Plan Designed For Your Needs
Your financial plan should be as unique as your life goals.

let us help you with...

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Asset Management
  • Insurance

Independent, client-centric Philosophy

We are independent and always put the client’s needs first/put the client at the center of everything we do.


Most portfolios from other firms address reward and risk - but we’ve added a unique time modeling component that makes our approach unique.

Behavioral-Based Assessments

We believe investing decisions are based on key behavioristic traits. We work to help our clients identify and best leverage those traits.

Are you looking for a unique team to help you reach your financial goals?

What makes Prudeo Partners different?

Meet the Team

A Wealth of Knowledge & Experience

Our staff is committed to creating a comfortable working relationship with all our clients. Please take a moment to read the bios listed below and become familiar with our staff. Each of us perform different roles, yet we are all happy to help in any way we can.

Get to Know Us

They treat you like a friend and take care of your money. You can trust them.

Paul Mothena

Client was not compensated for this testimonial and was a client at the time of recording, 10/26/21.

Are you ready to take control of your financial future?

Let's Create a Goal-Based Plan