A complete list of active advisors currently associated with Providence Wealth Management LLC

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

Providence Wealth Management LLC advises individuals (including high‑net‑worth and non‑HNW clients) and business entities, managing about $151.8 million for roughly 205 clients with a three‑advisor team. Its services include discretionary portfolio management delivered through model strategies and third‑party managers, co‑advisor relationships, and both one‑time and ongoing financial planning and consulting. The firm typically implements investment models provided by a third‑party portfolio manager (Gradient Investments LLC) while retaining discretion to select and maintain models consistent with client risk tolerances; co‑advisor fee arrangements and an incentive program with the third‑party manager are disclosed in the firm brochure. Financial planning work emphasizes tax‑return review, insurance policy review, cash‑flow and retirement planning, and ongoing “assets under advisement” monitoring that supplements custodial accounts. Noteworthy for a firm of this size, the advisory business operates affiliated tax and insurance practices that provide tax and insurance advice and products alongside investment services; the brochure discloses these relationships and the potential conflicts, and describes disclosure- and fiduciary‑based mitigations. The firm also does not participate in wrap fee programs and generally leaves proxy voting to clients, reflecting its reliance on custodial and third‑party reporting and execution.

To learn more about the advisors currently working at Providence Wealth Management 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.