Our Focus is on Building Meaningful and Lasting Relationships
We’re more than financial advisors – we serve as your advocate and guide, helping you to pursue the life goals that are most important to you. We work hard to build a strong personal relationship with you and your family, based on mutual trust. You can depend on us to provide unbiased advice and independent, professional guidance that helps you gain confidence in your financial future.
Our Innovative Team Approach Places Your Best Interests First
Within the financial planning industry, we believe our team approach is effective, so you can rest assured we have your best interests in mind. Our planners represent a wide range of financial disciplines and assist all clients in response to their specific needs. We work with a broad spectrum of clients across all income and investment levels and strive to provide exceptional service to each person we serve.
Our Core Values Center Around Serving Your Needs
The value we provide is measured by the impact we have on the people we serve.
People are the source of our strength.
We are committed to innovation, education and personal growth.
We give more than we take, and we support our local communities.
Our Independence is Your Advantage
The consultants of Provisions Wealth Planner are affiliated with LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with unbiased research and a comprehensive array of tools, resources and technology. As an independent firm with no proprietary products to sell, we are able to offer you objective financial guidance and conflict-free investment recommendations.
*As reported by Financial Planning magazine, June 1996–2016 based on revenue.