A complete list of active advisors currently associated with Provenance Wealth advisors

Warmer can help you find a great advisor at Provenance Wealth advisors or one who fits your needs even better.

Provenance Wealth Advisors serves individuals, high‑net‑worth clients, retirement plans, trusts, estates, charities and other business entities, managing relationships for roughly 2,986 clients through a team of about 21 advisors and several billion dollars in assets under management. The firm offers discretionary and non‑discretionary portfolio management, comprehensive and standalone financial planning, retirement plan consulting and portfolio consulting, and provides both a Schwab-based wrap program and non‑wrap accounts custodied at Raymond James. PWA says its investment process is personalized and built around written Investment Policy Statements, with portfolios that typically use equities, ETFs, mutual funds, corporate and municipal bonds, U.S. government securities and, where appropriate, alternative investments; the firm monitors performance, rebalances as needed, and uses charting, fundamental and technical analysis and option strategies in some accounts. PWA evaluates whether a wrap or non‑wrap structure is appropriate for each client, maintains IPS‑based monitoring, and offers both ongoing and one‑time consulting and planning engagements. Distinctive features disclosed in the brochure include affiliated broker‑dealer activity (PWA is affiliated with PWA Securities, LLC, a FINRA‑registered broker‑dealer, and some firm representatives are also registered representatives) and related insurance and accounting relationships (PWA Insurance Agency and Provenance Insurance Services, LLC, and an affiliation with Paradigm Financial Group, a legacy accounting firm). These affiliations enable cross‑referrals and the sale of insurance products for separate compensation and are identified in the brochure as potential conflicts of interest that PWA discloses and addresses through policies and written referral arrangements.

To learn more about the advisors currently working at Provenance Wealth advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.