A complete list of active advisors currently associated with Providence Financial Advisors, LLC

Warmer can help you find a great advisor at Providence Financial Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Providence Financial Advisors, LLC, 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.