The Prudent Expert, LLC is a fee-only financial planning and wealth management firm registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). Founded by Dustan T. M. Woodhouse, the company provides comprehensive services including investment management, retirement planning, and tax strategies tailored primarily for individuals, high-net-worth individuals, and pension plans. Their mission is to offer prudent, expert financial guidance, acting as fiduciaries to help clients achieve their financial goals.

Founded in

United States