Provisions Wealth Planners is an independent ensemble advisory firm that works with people who value and are engaged in the process of financial planning.  A collaborative effort between the client and an experienced highly accredited and caring team of advisors, utilizing a goals-based planning model will serve our individual and business clients well into the future. 

 As an independent, privately held company we can provide our clients with a customized and personal experience. The breadth and depth of Provisions Wealth Planners allows our clients to experience the continuity in their trusted advisor for years and generations to come.

 
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OUR HISTORY


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LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol  LPLA.
 The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary
investment products or engage in investment  banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. 
Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and  commendations to
help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

The consultants of Provisions Wealth Planner are affiliated with LPL Financial, the nation’s largest independent broker/dealer.*

This relationship provides us with objective 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 professional investment recommendations.

*As reported by Financial Planning magazine, June 1996–2017 based on revenue. 

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