Providence Wealth Advisors, LLC

Providence Wealth Advisors is an independent, fee‑only registered investment adviser that serves individuals, corporate retirement plans, trusts, estates, charitable organizations and small businesses. The firm provides personalized financial planning, discretionary investment management, retirement‑plan consulting, and access to third‑party model portfolio programs.

The firm’s investment work is guided by fundamental analysis and customized Portfolio Guidelines that document clients’ goals, risk tolerance and target asset allocation, with an emphasis on diversification across asset classes and a mix of actively managed and passive ETFs and funds. It implements strategies through discretionary trading (with client authorization), conducts periodic reviews and reporting, and performs due diligence and oversight of independent managers such as the GeoWealth/First Ascent model programs it offers.

A distinctive feature is that the firm is also a registered CPA practice and provides in‑house tax planning and tax preparation alongside advisory services, with the accounting practice conducted within the advisory entity and described as consuming about five hours per week. The advisor manages roughly $49 million in discretionary assets and provides advice on a larger pool of client assets, while maintaining a relatively small client base that supports individualized portfolio guidelines and direct oversight of manager relationships.