A complete list of active advisors currently associated with Provident Living Advisors LLC

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

The firm provides fee-based discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations and business entities. It manages ongoing portfolios and prepares client-specific analyses such as net worth statements and risk assessments, with periodic reviews communicated to clients. Investment implementation is discretionary and guided by a mix of fundamental, technical, charting and cyclical analysis, with investment programs documented in client profiles and investment policy statements and account reviews performed at least quarterly. For qualified retirement plans the firm can act as either a limited-scope ERISA 3(21) adviser or as a discretionary 3(38) investment manager, providing selection, monitoring and ERISA-focused fiduciary services. Compared with many similarly sized independent advisers, the firm has an atypical accounting and tax-preparation background: its principal holds CFP and EA credentials and has historically operated tax-preparation and accounting businesses, an affiliation pattern that the brochure notes has recently been adjusted. The firm also operates with a small multi-role structure rather than a traditional solo advisory model and participates in an institutional custody and execution program.

To learn more about the advisors currently working at Provident Living 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
Michael Lizon	Silverdale, WA	18

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