Charles Prudhomme (CFP®, MBA)

Charles Prudhomme focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Chuck Prudhomme is a Principal at LVM Capital and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of Wheaton College and received his MBA from Western Michigan University. Chuck has over 15 years of financial planning experience and specializes in the areas of retirement, estate and charitable planning. In addition to his financial planning role, Chuck oversees all internal operations and serves as a compliance officer for LVM. Chuck is an active member of the NAPFA and FPA financial planning organizations as well as the Advent Users Group (AUG) and National Society of Compliance Professionals (NSCP). A father of four young children, Chuck spends much of his spare time being a great dad.

LVM provides customized wealth management, combining asset management with financial planning.  Financial planning includes estate, income tax, cash flow and retirement planning.  Integrating asset management and financial planning creates a powerful combination to better serve clients.  LVM's team includes CFA charterholders and a CFP practitioner.

NAPFA Start Date

May 13, 2002


This Office

7840 Moorsbridge Rd Portage, MI 49024-4428 Phone: (269) 321-8125 Ext: 33 Fax: (269) 321-8126