Financial Planning For Your Life...And Your Lifestyle 

ProVise Management Group, LLC is a nationally recognized, fee-based financial planning and investment management firm located in Clearwater, FL. Since our founding in 1986, we have measured our success by the success of our clients. Our mission is to contribute to the financial freedom of our clients by providing personalized, independent, financial planning and asset management services through the many phases of life. We work with both individuals and institutions in a variety of capacities.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS, or Provise Management Group, LLC.  Kestra IS and Kestra AS are affiliated with Provise Management Group, LLC.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC.  Investment Adviser Representatives of Kestra Advisory Services, LLC and Investment Adviser Representatives of PROVISE MANAGEMENT GROUP, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2368.

Investment Management

Personal Finance

ProVise Management Group, LLC.

ProVise Management Group, LLC.'s headquarters in Clearwater, FL, United States

Jon Brethauer

Shane O'Hara

Nancy Croy Ramey

Stephen J. Csenge

The Financial Planning Team at ProVise Management Group, LLC is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their unique circumstances. Comprised of certified professionals, the team offers comprehensive financial planning services, including retirement planning, investment management, and lifestyle budgeting, ensuring clients navigate various life stages with confidence and clarity. Their expertise fosters long-term financial freedom and enhanced quality of life for individuals and institutions alike.

Financial Planning Team

The Leadership Team at ProVise Management Group, LLC is responsible for setting the strategic direction of the firm and ensuring that the mission of providing personalized financial planning and asset management services is effectively implemented. Composed of key executives including the President, Executive Vice President, and Chief Compliance Officer, this team fosters a culture of excellence and accountability while leading initiatives that drive client success and organizational growth. Their focus on innovation and client satisfaction helps maintain ProVise's reputation as a trusted partner in financial planning.

ProVise Management Group, LLC.

Org chart

Teams

Financial Planning Team

Leadership Team

Offices

ProVise Management Group, LLC.

Org chart

Teams

Financial Planning Team

Leadership Team

Offices

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