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

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

Provident Wealth provides discretionary portfolio management, one-time and ongoing financial planning, and retirement-plan advisory to individuals, high-net-worth clients, trusts and charitable organizations. The firm also offers ERISA plan services for qualified retirement plans, including education and plan monitoring in a limited-scope 3(21) capacity and the option to serve as a 3(38) investment manager. The adviser develops an Investment Policy Statement for each client, documents risk tolerance, and implements tailored portfolios using a mix of fundamental analysis, cyclical analysis and modern portfolio theory with a long-term trading orientation. Investment recommendations are generally concentrated in mutual funds, ETFs (including precious-metal ETFs), equities, fixed income and select non-U.S. securities, with periodic monitoring and reporting. Notably, the firm’s brochure highlights relationships with charitable organization clients and explicit pension-consulting capabilities (both 3(21) and 3(38) services), which are less common among independent advisers. The firm operates with a relatively high account threshold, directs custody to an institutional platform, and is led by an adviser holding multiple advanced retirement and wealth credentials (CFP, RICP, CPWA).

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