Providence Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$184,323,098
Clients
175
Advisors
4
of 5 employees
About
Providence Financial Advisors provides individualized portfolio management, investment advisory and financial planning services to individuals, trusts and estates, businesses, and defined contribution plans. The firm’s primary offering is ongoing portfolio management delivered on either a discretionary or non-discretionary basis, and it also provides project‑based financial planning and retirement plan consulting.
The firm implements a globally diversified strategy grounded in modern portfolio theory and primarily uses fundamental security analysis, with mutual funds and exchange‑traded funds as principal implementation vehicles while retaining the ability to use individual securities, margin and options. Accounts are reviewed at least quarterly and services are tailored to each client’s risk profile and objectives; as of 11/30/2025 the firm reported approximately $426.1 million managed on a discretionary basis of $428.1 million in total assets.
A notable feature of the firm is its use of referral and fee‑sharing arrangements with outside advisers, including a disclosed arrangement to receive a portion of fees from an affiliated outside manager for joint clients, and the firm may recommend or engage outside managers under contract. The firm also discloses and references third‑party ratings in its public materials and receives custodial support services from its primary custodian, arrangements the brochure identifies as potential conflicts that are disclosed to clients.
Client services
Expertise
Fee options
Fixed fees for retirement plan services, negotiable based on size and type of relationship
Generally ranges from 1.50% to 0.25%, negotiable based on various factors
Generally $150 per hour for project oriented engagements, agreed upon in advance
Main office
6900 College Blvd., Suite 850
Overland Park KS 66211
Advisors at this office
4
Most active in
Kansas · Missouri · Texas
Also doing business as
Providence Financial Advisors, LLC · Provident Financial Advisors,LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark D
CFA®, Series 63, Series 65
Overland Park, KS
Providence Financial Advisors, LLC
Mark Donaldson is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Providence Financial Advisors, LLC since 2008 and concurrently operates a regulatory compliance consulting practice based in Kansas City. Providence Financial Advisors, LLC serves individuals, trusts, estates, businesses, and defined contribution plans by providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages over $544 million in assets and employs a globally diversified investment approach grounded in fundamental security analysis.
Steven C
CFA®, Series 63, Series 65, Series 66
Overland Park, KS
Providence Financial Advisors, LLC
Steven Cox is a CFA® charterholder with 22 years of industry experience and has been with Providence Financial Advisors, LLC since 2003. He holds Series 63, Series 65, and Series 66 licenses and is based in Overland Park, Kansas. Providence Financial Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm manages approximately $544 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory, utilizing fundamental security analysis along with mutual funds and ETFs.
Steven C
Series 66
Overland Park, KS
Providence Financial Advisors, LLC
Steven Cox Jr. is a financial advisor at Providence Financial Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Providence Financial Advisors since 2019 and previously at Prairie Capital from 2011 to 2020. Providence Financial Advisors, LLC provides individualized portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm emphasizes globally diversified portfolios using fundamental security analysis and both discretionary and nondiscretionary management approaches.
Evan L
Series 65
Overland Park, KS
Providence Financial Advisors, LLC
Evan Lange is a financial advisor at Providence Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for Servant Foundation (dba The Signatry) for ten years. He is also the owner of Five Star Legacy, LLC, a charitable consulting firm based in Lee's Summit, MO. Providence Financial Advisors provides portfolio management, investment advisory, and financial planning services to individuals, trusts, estates, businesses, and defined contribution plans. The firm employs a globally diversified investment strategy primarily using mutual funds and exchange-traded funds, with services tailored to clients’ risk profiles and objectives.
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