A complete list of active advisors currently associated with Provision Financial Planning

Warmer can help you find a great advisor at Provision Financial Planning or one who fits your needs even better.

Provision Financial Planning is an independent, single-advisor firm that manages roughly $28.3 million for a small client base including individuals, families, high‑net‑worth households, small businesses, and employer retirement plans. The firm provides discretionary portfolio management alongside financial planning (ongoing, project‑based, and hourly), investment consulting, and employee benefit plan services. The adviser develops client‑specific investment policies and primarily implements portfolios using low‑cost index funds and ETFs while also employing active ETFs, options, and direct indexing where appropriate. It uses third‑party solutions such as separately managed account (SMA) managers, unified managed account (UMA) structures with overlay managers, and an order‑management system called Pontera to manage held‑away retirement and 529 accounts; taxable direct‑indexing accounts may include tax‑loss harvesting. Compared with most solo independent advisers, the firm’s provision of pension and employee benefit plan consulting and investment consulting for retirement plans is a relatively uncommon service offering. It also combines several less common capabilities for a small RIA—direct indexing, options strategies, access to institutional alternative investments via iCapital, and use of UMA/SMA/overlay arrangements—while custodial and research relationships are maintained through Charles Schwab.

To learn more about the advisors currently working at Provision Financial Planning, 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.