The story of PrairieView Wealth & Tax Advisors

A lot of kids admire what their parents do for a living. A few even grow up to do the same work. When PrairieView Wealth & Tax Advisors Founder Tim Regan was a teenager, he followed in his Dad’s footsteps as a financial advisor.

At first, he spent time on the phone scheduling meetings. That beginning sparked an interest that never went away. Soon, Tim was starting out on his own.  Tim’s business was separate from his dad’s, but his attitude was not. The approach to growing a business would be family-first, both literally and figuratively. The PrairieView Wealth & Tax Advisors family grew one by one as each new team member joined and added their own personality to our team.

One thing never changed as the team grew. Everyone brought the attitude that financial advice is best delivered with a faith-based perspective and genuine care for clients. The families of our team grew along with the family of our business, and family is still one of our founding principles. Tim’s teenage kids even help out in the business now, like he once did! If you’re looking for a genuine relationship with a financial advisor, and not something simply determined by conversations about transactions, then we would love to meet you.

Our Motto:

Live Your Legacy with Confidence
Every story starts with a family. Ours does too.

Mission Statement:

We partner with Christian families to provide trusted and faith-based financial advice, delivered through personal conversations.

Living the #TwoCommaLife

The #TwoCommaLife is about living with intentionality and abundance. It’s having the financial freedom to go beyond “just enough” and create meaningful experiences for yourself and your loved ones.

It’s about:

• Freedom: Not worrying about money but being intentional with it. Living in abundance means having the resources to pursue what matters most—traveling, volunteering, hobbies, and time with family.
• Family: Using your wealth to create unforgettable experiences, secure educational opportunities for your kids and grandkids, and provide for your loved ones.
• Health: Staying active and living independently as you prioritize physical and financial wellness.
• Giving Back: Supporting charities and causes that resonate with your values, creating a legacy of generosity.

Personalized Wealth Strategies

We understand that wealth is deeply personal. Your financial plan should reflect your unique story, priorities, and aspirations. That’s why our comprehensive services focus on integrating all areas of your life into one cohesive strategy.

Our Values

• Intentionality: We help you align your financial resources with your values and goals.
• Generosity: Family and giving back are central to how we approach wealth planning.
• Simplicity: Even if your financial situation includes unique features like company stock or options, we simplify the complex.
• Risk Management: We address your concerns—whether it’s running out of money, caring for aging parents, or helping kids who need extra support.
• Loyalty: We value long-term relationships and are here to guide you every step of the way.

How We Help You Live Fully

At PrairieView Wealth & Tax Advisors, we don’t just manage finances—we empower you to live abundantly and confidently. 

Our services are designed to help you navigate every stage of life:

• Comprehensive Financial Planning: Aligning your wealth with your priorities.
• Investment Management: Helping you make smart, intentional investment decisions.
• Risk Management: Protecting your wealth and securing your future through strategies like life insurance and estate planning.
• Tax and Income Planning: Ensuring tax efficiency so your money works harder for you.
• Retirement Planning: Building the freedom to retire on your terms.

We’re here to guide you through life’s transitions, celebrate your successes, and ensure your wealth supports your dreams—not just now but for generations to come.

Why PrairieView Wealth & Tax Advisors?

Our relationship-driven approach means that 85% of our time is spent understanding you, your family, and your aspirations. We’re more than financial advisors; we’re your partners in building the life you’ve always envisioned. With PrairieView Wealth & Tax Advisors, you can start each day feeling confident about where you’re going and the legacy you’re creating.