A complete list of active advisors currently associated with Provident Financial Planning, LLC

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

Provident Financial Planning provides asset management and financial planning consulting to individuals, high‑net‑worth clients, trusts, estates and not‑for‑profit organizations, delivering tailored portfolios and ongoing monitoring designed to meet client goals. The firm’s services span investment planning, retirement and tax coordination, and assistance coordinating estate‑planning documents through third‑party providers. Investment decisions incorporate a mix of fundamental analysis, Modern Portfolio Theory, technical analysis and cyclical analysis, with portfolios rebalanced and monitored on an ongoing basis and offered on both discretionary and non‑discretionary terms. The brochure describes billing that is tied to hours spent actively managing accounts and billed monthly in arrears, and clients may impose reasonable restrictions on security or sector holdings. What is distinctive about Provident is its multi‑branch footprint—operating five branch offices—while operating with a two‑advisor team and roughly $174 million in discretionary AUM across about 70 client relationships, a configuration that is uncommon among similar supported firms. The firm also makes use of a third‑party estate‑planning technology platform (serving in a scrivener role rather than providing legal drafting) and emphasizes direct custodian arrangements, combining operational features that set it apart from many peers.

To learn more about the advisors currently working at Provident Financial Planning, 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.