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Nate Gardner | Prime Personal Finance

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Service type

It’s free, with no obligation to book


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About
Let me be your trusted partner in achieving financial wellness! I specialize in providing personalized financial planning and consulting services tailored to meet your unique needs. Whether you're looking to create a budget, plan for retirement, or navigate debt management, I am here to guide you every step of the way. I believe that everyone deserves access to sound financial advice. My approach is centered around understanding your individual goals and challenges, allowing me to develop customized strategies that empower you to take control of your financial future. I pride myself on my commitment to transparency, integrity, and exceptional customer service. My goal is to build lasting relationships with my clients, ensuring that you feel supported and informed throughout your financial journey. Let me help you unlock your financial potential. Contact me today to schedule a consultation and take the first step towards a brighter financial future!
Overview

Serves Wylie, TX

Background checked

License verified

1 employee

1 year in business

Business hours

SunClosedMon9:00 am - 6:00 pm

Payment methods

This pro accepts payments via Apple Pay, Credit card, and Google Pay.

Services offered
Service type
Work location

I travel to my customers

I work remotely (phone or internet)

Reviews

Customers rated this pro highly for work quality, value, and responsiveness.

5.0

2 reviews

5

100%

4

0%

3

0%

2

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1

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pro avatar
Douglas M.

Aug 6, 2025

Working with Nate at Prime Personal Finance has been one of the smartest financial decisions I’ve made. He takes the stress out of money conversations and makes even complex topics like investing and long-term planning feel manageable. What sets him apart is that he’s not just talking theory—he’s lived it. Becoming debt-free by 30 and financially independent by 40, Nate brings real-world insight that’s both inspiring and practical. Each virtual session feels personal and focused, and his ongoing email support has been a lifesaver more than once. For $110 a month with no long-term commitment, the value is incredible. If you’re looking for honest, experienced financial guidance without the pressure or jargon, I can’t recommend Nate enough.
pro avatar
Joseph D.

Aug 7, 2025

Nate is very knowledgeable when it comes to personal finances. He really want whats best for you and your family. Very affordable and dependable services!
Credentials
License

License type: Investment Adviser Representative

License state: TX

License verified on 8/10/2025

License

License type: Investment Adviser Firm

License state: TX

License verified on 8/12/2025

Background Check

Nathaniel Gardner

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