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Donald S

ChFC®, Series 63, Series 65

Erie, PA

Provident Wealth Management Inc

Donald Smith is the owner, principal, and president of Provident Wealth Management, Inc. in Erie, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including over two decades at Provident Private Capital Partners, Inc. and more than 39 years with Provident Wealth Management. Provident Wealth Management provides financial planning, investment supervisory services, and asset-allocation advice to individuals and a range of institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management tailored to client objectives.

General retirement planning Wealth management
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Richard S

Series 63, Series 65

Erie, PA

Provident Wealth Management Inc

Richard Smith II is a financial advisor at Provident Wealth Management Inc in Erie, PA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has been with Provident Wealth Management since 2014. Outside of his advisory role, he is a shareholder in Provident Private Estate Management, Inc., a property management company serving a variety of clients. Provident Wealth Management provides financial planning, investment supervisory services, and asset-allocation advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm uses an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, and integrates insurance and employee-benefit consulting alongside investment management.

General retirement planning Wealth management
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