Firm History Insights

Learn about Provident Financial Planning’s journey, our milestones, and how our services have evolved to best meet our clients' needs.

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Firm History Insights

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Discover our curated content meant to educate, inspire, and help you navigate your financial journey.

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Firm History
December 16, 2022

The Story Behind Provident

My wife, Marchelle, and I were blessed with our first daughter in 2015. Knowing we wanted to have multiple children, we decided we would be open to having our children close in age. God blessed us quickly and our second daughter was born thirteen months later in 2016. We were adding babies...
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Firm History
December 15, 2022

Provident Financial Planning adds CPA & Legal Expertise

Zachary J. Montgomery, JD, CPA, CFE joins Provident Financial Planning as Partner and CFO, effective December 16, 2022, bringing his accounting, tax, and legal background to provide the most comprehensive planning possible to clients. Zachary is a dual-credential attorney and CPA. He is the...
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Take Control of Your Financial Future Today

Guided by our values of faith, service, and transparency, we at Provident Financial Planning are ready to help you navigate your financial journey.

Schedule A Consultation
(888) PLAN-234