Provident Wealth Management Inc

Donald Smith is the owner, principal, and president of Provident Wealth Management, Inc. in Erie, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including over two decades at Provident Private Capital Partners, Inc. and more than 39 years with Provident Wealth Management. Provident Wealth Management provides financial planning, investment supervisory services, and asset-allocation advice to individuals and a range of institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management tailored to client objectives.

Richard Smith is a financial advisor at Provident Wealth Management, Inc. in Erie, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to his current role, he worked at Penn State University for five years. Outside of advising, he is a shareholder and assists in management duties at Provident Private Estate Management, a property management company. Provident Wealth Management, Inc. provides financial planning, investment supervisory services, and asset-allocation advice to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management alongside insurance and employee-benefit consulting services.