Prairie Oak Wealth, LLP

Overview

PrairieOak Wealth, LLP is an independent investment advisory firm based in Grinnell, Iowa. We specialize in comprehensive financial planning and investment management, serving families and individuals throughout Central Iowa and nationwide through virtual engagement. Our approach integrates thoughtful financial planning, disciplined portfolio management, and a transparent, data‑driven methodology. Led by Jessica Dillon, CPWA® and Paige Carlson, CFA, CAIA, PrairieOak Wealth is committed to delivering a high level of personalized service across all aspects of wealth management, including retirement planning, investment strategy, and holistic financial guidance. We partner closely with our clients to help them make confident decisions and pursue their financial goals with purpose. To learn more or schedule a complimentary consultation, call 641‑659‑6340 or email info@prairieoakwealth.com.