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 a state-registered advisory firm that manages roughly $21.4 million on behalf of about 38 clients and serves individuals (including high-net-worth clients), families, small businesses, and employer-sponsored retirement plans. The firm offers discretionary investment management alongside ongoing, project‑based, and hourly financial planning and provides employee benefit plan consulting. The firm generally employs an asset‑allocation driven, primarily passive approach using index mutual funds and ETFs and constructs individualized investment policy statements; client accounts are managed on a discretionary basis under a Limited Power of Attorney. It supplements that core approach with implementation tools such as separately managed accounts, unified managed accounts with an overlay manager, selective use of options, and direct indexing where appropriate. Provision’s service mix is notable for the breadth of implementation options it makes available despite being a single‑advisor practice: the brochure discloses access to SMA managers and UMA overlays, direct indexing with tax‑loss harvesting considerations, and access to private alternative strategies through iCapital. The firm also uses a third‑party order management system (Pontera) to manage held‑away accounts (e.g., 401(k) and 529 assets) and provides multi‑generational planning involvement and employer plan services that may be less common at this firm size.

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.