What is Provident Wealth? We are a financial services company that seeks to provide clients with solutions designed to organize and simplify their finances with the goal of maximizing their resources. Put simply, we want to help people balance their present with their future. Our name says it all: provision, providing, providence. Looking ahead, making provision. Provident Wealth.

Provident Wealth offers comprehensive financial services, including:
- Tax Planning
- Estate Planning
- Risk Management
- Charitable Planning
- Retirement Planning
- Intergenerational Planning
- Investment Management
- Business Succession Planning
- Education Planning

At the heart of our team is a strong commitment to faith and a calling to serve our friends, neighbors, and community. As financial stewards to our clients, we have the privilege of helping families, individuals, and businesses align their goals and priorities with their financials. 

Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.  Securities offered through LPL Financial. Member FINRA/SIPC. The investment advisor representative of NewEdge Advisors, LLC is also a registered representative of LPL Financial. Member FINRA/SIPC. NewEdge Advisors, LLC and Provident Wealth are separate entities from LPL Financial. 

Investment advisory services are only offered to clients where NewEdge Advisors, LLC doing business as Provident Wealth and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Provident Wealth unless a client service agreement is in place.

Third party posts found on this profile do not reflect the views of LPL Financial or NewEdge Advisors, LLC and have not been reviewed by either entity for accuracy or completeness.

Provident Wealth

Org chart

Teams

Offices