Faith in Christ
Comprehensive expertise
Comprehensive expertise
Faith matters. As Christ followers, we believe our gifts are to be used to serve one another to the best of our ability for the purpose of glorifying the name of God.
Our faith is the foundation for how we serve our clients.
Comprehensive expertise
Comprehensive expertise
Comprehensive expertise
"Financial planning" means more than just products. Bringing all the pieces of your financial life together is a challenging task that requires wholistic solutions.
Our planning is integrated and comprehensive.
Flat-Fee Service
Comprehensive expertise
Flat-Fee Service
We are a boutique, flat-fee-only, SEC-registered investment advisor, providing easy-contact, trustworthy advice for high-net-worth families.
Our advice is always customized for you and your needs.
Differentiators
Fiduciary Advice
We act as a fiduciary for every client in all situations. This means we have ongoing obligations to ensure our advice continues to be the best advice for you as life changes. We provide professional advice and recommendations, not just guidance.
Unbiased Planning
Our fee isn't tied to where you keep your accounts or how your money is invested. Unlike large investment companies, our advice focuses on you and your goals with respect to your bank accounts, real estate, private business interests, and interests in irrevocable trusts.
Because of this difference, we have encouraged clients to sell investments to buy lake homes, repurchase the family estate, and fund private businesses.
Experience the Difference
When you work with Provident Financial Planning, you always work with an advisor you know and trust. Our objective is to streamline the process of accomplishing your goals. You avoid the big-company frustration of being transferred from department to department.