Prudeo Partners, LLC

About Prudeo Partners, LLC

<p>Behavior-based assessments are a hallmark of Prudeo Partners, LLC’s goal-based planning process. Founded in 2000, the firm operates as a DBA of Perigon Wealth Management, LLC and is an SEC-registered investment advisor.</p> <p>Headquartered in West Columbia in the Columbia, South Carolina metro, Prudeo Partners also has an office in Reading in southeastern Pennsylvania. It reports $0.4B in assets under management (AUM) as of 2026 and works with clients on long-term planning tied to specific goals rather than model portfolios alone.</p> <p>For employers and retirement savers, the firm acts as a fiduciary for retirement accounts and offers 3(21) services as part of its work as <a href="/plan-advisors">plan advisors</a>. It also supports individuals and families with financial planning and investment management, including coordination across insurance and estate planning needs.</p> <p>Perigon Wealth Management acquired Prudeo Partners in 2024, which expanded the resources available to clients while keeping the firm’s goal-based approach and relationship-driven style.</p> <ul> <li>SEC-registered investment advisor; DBA of Perigon Wealth Management, LLC</li> <li>3(21) fiduciary support for retirement plans</li> <li>Financial and retirement planning tied to stated goals</li> <li>Estate planning and insurance planning coordination</li> <li>Asset management; $0.4B AUM (2026)</li> </ul>

Website: https://prudeo.com/

Founded: 2000