A complete list of active advisors currently associated with Providence Wealth Advisors, LLC
Warmer can help you find a great advisor at Providence Wealth Advisors, LLC or one who fits your needs even better.
Providence Wealth Advisors, LLC is an SEC-registered advisory firm that provides discretionary and non-discretionary portfolio management, financial planning, estate planning, and retirement-plan services to individuals, trusts, retirement and pension plans, and state or municipal government entities. The firm reports $684,371,195 in discretionary assets under management and serves a client base that includes both retail investors and institutional plan sponsors. The firm structures client portfolios around asset-allocation models grounded in modern portfolio theory, using diversified mixes of individual securities, mutual funds, ETFs and, when appropriate, separate account managers and third‑party software for analysis and reporting. Providence Wealth provides regular performance reporting and offers financial planning to advisory clients at no additional charge, and it may implement hedging and monetization strategies — including derivatives and covered‑call writing — for concentrated stock positions when suitable. Providence Wealth is principally owned by Providence Bank & Trust Company, and the bank‑affiliate relationship affects how the firm is offered to clients and creates operational connections — including instances where the bank serves as corporate trustee and the firm is deemed to have custody and undergoes a surprise custody audit. A number of its advisory professionals are licensed insurance agents and may sell insurance products for commission, and the firm’s client roster notably includes state and municipal government entities, a client type that is less common among similar team‑based advisory firms.
To learn more about the advisors currently working at Providence Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Frankfort, IL
| 16
| |
Frankfort, IL
| 8
| |
Frankfort, IL
| 29
| |
Frankfort, IL
| 16
| |
Frankfort, IL
| 12
|
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