Yes, even though we do not necessarily call ourselves “financial planner.” We have two CFPs® on staff and can help you understand different saving, budgeting, and retirement strategies. We can also help you work with accountants and estate planners and execute on their advice. Our main focus, however, is on the investment side.

How many would you like? Every client’s needs change over time. When career and life events warrant a discussion with your investment professional, we want to work with you until all your questions are answered. Our personal quarterly letters always keep you informed of what your investments are doing and the reasons behind any changes we are making to your portfolio.

Every quarter we send you a personalized letter with market commentary, performance data, and account activity. We also send clients a monthly newsletter with economic insights and some personal views. We reach out to you personally when there’s something you need to be apprised of. You can call or email us anytime with questions.

There are no silos at Provident. We all work in the same office. When you reach out to any of us, our job is to make sure your questions get answered quickly and correctly. That means relying on each other.