A complete list of active advisors currently associated with Provident Living Financial Services
Warmer can help you find a great advisor at Provident Living Financial Services or one who fits your needs even better.
Provident Living Financial Services provides fee‑based investment management, financial planning, and financial‑wellness services to individuals, trusts, estates, nonprofit organizations, and business clients. It also delivers group programs for employer‑sponsored participants and can act as an ERISA 3(38) investment manager for retirement plans. The firm offers household‑level discretionary portfolio management under its Finique 360 program, with client risk profiles ranging from conservative to trading/speculation and documented investment policy statements and periodic (quarterly) reviews. Its methodology uses fundamental, technical, and cyclical analysis and the brochure discloses use of options strategies (including covered, uncovered, and spread positions) and exposure to leveraged/inverse ETFs, with attendant risk disclosures. Noteworthy aspects compared with peers include a recently added estate‑planning support technology platform and a Cathedral Legacy & Wealth Stewardship service focused on multi‑generational planning and stewardship. The firm also emphasizes employer‑sponsored memberships and live educational sessions for groups and discloses an affiliation with a related financial‑technology company, features that are less common among similar supported firms.
To learn more about the advisors currently working at Provident Living Financial Services, 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 |
|---|---|---|
Lehi, UT
| 23
| |
Lehi, UT
| —
| |
Atwater, CA
| 9
|
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