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Prairie Heritage Financial

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area St. Louis
CRD Number
Website prairieheritagefinancial.com
Client types

Overview

Prairie Heritage Financial is an independent wealth management team rooted in Missouri’s heartland values of faith, family, and honesty. Founded by Shane Adrian, AAMS™ and Dalton Horstmeier, CFP®, the firm delivers comprehensive financial planning, retirement strategies, investment management, and estate and tax-efficient planning for families, business owners, executives, and retirees. The practice views wealth stewardship as a lifelong relationship—cultivating trust, independence, and stability across generations. Guided by a mission to nurture financial legacies, Prairie Heritage combines personalized strategies with the support and compliance infrastructure of &Partners, ensuring clients’ financial well-being is consistently tended with care and integrity.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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