PrairieView Wealth & Tax Advisors

Directions Website Contact the business

PrairieView Wealth & Tax Advisors Living your Two-Comma Life® is more than just money; it's about using it to live your legacy.

PrairieView Wealth & Tax Advisors brings wealth management and tax planning together for families from our offices across Illinois and Ohio. PrairieView Wealth & Tax Advisors (Evening hours are available by appointment on Tuesdays and Thursdays)

Tim Regan, Founder and Wealth Partner
Designations: CFP®, ChFC®, FIC
States licensed to do business: AZ, FL, IA, IL, IN, MI, MN, MO, OH, VA, and WI

Robert Morvice Director of Operations and Senior Wealth Advisor
Designations: CFP®
Licensed to do business in IL, MI, OH, and WI

We provide trusted and faith-based financial advice. See disclosures at https://pv-wp.com/disclosures/

The material presented by PrairieView Wealth & Tax Advisors is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by PrairieView Wealth & Tax Advisors, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. PrairieView Wealth & Tax Advisors expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Our newest team member, reporting for duty. 🦇Okay, she’s not technically on the team. She’s Erin’s daughter, Livia. But ...
10/31/2026

Our newest team member, reporting for duty. 🦇

Okay, she’s not technically on the team. She’s Erin’s daughter, Livia. But she’d absolutely crush a client meeting.

Erin’s Halloween photos took over our office group chat this week, and nobody’s complaining. Her favorite part of this season is getting to celebrate every holiday with her little girl. That’s what a Two-Comma Life® looks like to her.

Happy Halloween from all of us! 🎃

Traditional tax preparation often starts after year-end. Our planning starts before then. By January, many of the decisi...
10/20/2026

Traditional tax preparation often starts after year-end. Our planning starts before then.

By January, many of the decisions that affect your prior-year tax bill have already been made. Many year-end planning opportunities expire on December 31.

THE USUAL WAY:

You bring everything in after the new year. Your tax return reflects what already happened. Many of the decisions that shape your bill have already been made.

THE PRAIRIEVIEW WAY:

We plan your taxes all year long. J F M A M J J A S O N D - we're thinking about yours. We look at your taxes alongside your investments, retirement, and long-term goals while there's still time to actually do something about it.

Why? Because every extra dollar that goes to taxes is a dollar that isn't going toward the people, causes, and plans you care about most.

That's what living your Two-Comma Life® is all about.

Faith. Family. Finances. In complete alignment.

Don't pay more in taxes than you need to.

Let's talk BEFORE the year ends. Your taxes, investments, and long-term goals, all planned together under one roof.

Start the conversation today: Call us at 708-326-4750

Save this for your year-end checklist.

What a weekend at Scarecrow Fest in St. Charles! 🎃 Our scarecrow spent the festival kicking back in his beach chair, sun...
10/10/2026

What a weekend at Scarecrow Fest in St. Charles! 🎃

Our scarecrow spent the festival kicking back in his beach chair, sunglasses on, holding a copy of Shatter Your Fishbowl truly living his .

Thank you to the St. Charles community and everyone who came out to celebrate fall with us. We’re so grateful to be part of such a fun local tradition!

Hear the ‘spark’ behind Brett working at PrairieView!
09/16/2026

Hear the ‘spark’ behind Brett working at PrairieView!

From intern to teammate, we’re glad Brett chose to start his career with PrairieView.And if you come visit him, bring a ...
09/09/2026

From intern to teammate, we’re glad Brett chose to start his career with PrairieView.

And if you come visit him, bring a Fresca!

Please join us in welcoming Amber Allen to the PrairieView team!Amber joined us in August as our Chief Operating Officer...
09/08/2026

Please join us in welcoming Amber Allen to the PrairieView team!

Amber joined us in August as our Chief Operating Officer, and it has already been a pleasure getting to know her and working alongside her. She’s quickly become a valued part of the team, and we’re excited to have her here.

We’re looking forward to all that’s ahead and are so glad Amber is part of PrairieView!

From being able to take children to fun and exciting places to traveling all over... our employees are living their   Ar...
09/04/2026

From being able to take children to fun and exciting places to traveling all over... our employees are living their

Are you living yours?

Address

28 West Nebraska Street
Frankfort, IL
60423

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Alerts

Be the first to know and let us send you an email when PrairieView Wealth & Tax Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to PrairieView Wealth & Tax Advisors:

Shortcuts

Share

Nearby finance companies