Providence Legacy Advisors is an investment advisory firm committed to helping individuals, families, foundations, non-profits, and business owners align their wealth with what matters most.  Providence is located in Landenberg, PA and the Managing Member is Jose Luis Sabastro Jr.

Our mission is to help clients realize their hopes and dreams in ways that align with their values, via thoughtful planning, rigorous analysis, and exceptional service.

Our core offerings include:
• Financial Planning – We design comprehensive financial plans that integrate retirement, tax strategy, estate planning, education funding, and risk management to help you make confident, purpose-driven decisions at every stage of life.
• Investment Management – Our investment management approach blends strategic asset allocation, ongoing portfolio monitoring, and tax-efficient strategies to build and preserve wealth aligned with your unique goals and risk profile.

All investment advisory services are customized based on each client’s goals, risk tolerance, time horizon, and other relevant factors. Prior to engagement, we work with clients to determine appropriate services and establish an Investment Policy Statement and/or financial plan, as applicable.

As of December 31, 2025 (the date of this filing), Providence Legacy Advisors LLC manages approximately $175 million in regulatory assets under management (“AUM”).

Providence Legacy Advisors

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