Burlington, NC logo

Burlington, NC Office

Team
Updated today
Provident Wealth Management logo

Provident Wealth Management

Supported

Firm-wide stats for Provident Wealth Management

Total advisors

3

Across 2 offices

Clients per advisor

48 Typical

Avg AUM per client

$118,135 Very Low

HNW client ratio

0% Very Low

About

Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations and business entities. Its services include asset management (offered on both discretionary and non‑discretionary bases), financial planning and consulting, educational seminars and, when requested by clients, advice on cryptocurrencies and other digital assets.

The firm operates with a mix of discretionary and non‑discretionary mandates and commonly engages sub‑advisors to implement model strategies; as of August 1, 2026, Provident reported $67,455,445 in non‑discretionary assets versus $17,708,005 in discretionary assets. Investment analysis draws on fundamental, technical, charting and cyclical methods, and account reviews are performed at least quarterly.

Provident is distinctive among peers for its disclosed affiliations with an insurance agency and a real estate business, and for principals who devote a material portion of their time to those outside activities — relationships the brochure identifies and discloses as potential conflicts of interest. The firm also routinely offers no‑fee public seminars and explicitly supports cryptocurrency advisory with a specialized custodian option, features that are relatively uncommon for firms in this category.

Based on Provident Wealth Management

Expertise

Options & derivatives strategies

Based on Provident Wealth Management

Location

1225 Huffman Mill Rd, Suite 203

Burlington NC 27215

Advisors at this office

2

Advisors at this office

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Laura C

Series 63, Series 65

Burlington, NC

Provident Wealth Management

Laura Collins is a financial advisor at Provident Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Meritage Holdings, LLC, Lincoln Financial Securities Corporation, and Crossharbour Partners, LLC. Outside of her advisory role, Collins serves as managing member and consultant at Crossharbour Partners, LLC, focusing on non-qualified deferred compensation strategies in collaboration with attorneys and CPAs. Provident Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering asset management, financial planning, and consulting services. The firm combines discretionary and non-discretionary mandates, utilizes a range of investment analysis techniques, and provides advice on cryptocurrencies through a specialized custodian option.

Options & derivatives strategies
user avatar

Katrina S

Series 63, Series 65

Burlington, NC

Provident Wealth Management

Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Wells Fargo Advisors and Wells Fargo Bank. In addition to her advisory role, she is involved with Provident Insurance Group as an insurance agent and notary public. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and cryptocurrency advisory services, operating with both discretionary and non-discretionary mandates and incorporating a variety of investment analysis techniques.

Options & derivatives strategies
View complete list of advisors at this office
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