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Our Name "Provident"

The word "provident" comes from the Latin word providens which means: providing for future needs: careful and sensible; marked by sound judgment; exercising foresight in the management of one's affairs or resources.

We cannot think of one single word to better express how and why we exist; to serve our clients, friends and neighbors in bringing confidence to their lives with their financial affairs.



Our purpose is financial confidence for our clients,

so they can live a future that's bigger than their past. 

Our Core Values and Beliefs

  • Fiduciary - We honor our Fiduciary Standards 

  • Commitment - To our clients and to each other, to go above and beyond in helping others reach their American Dream

  • Innovation - Innovation in service, technology, client experience, knowledge and planning

  • We will do what is right regardless of the cost

  • We strive to honor God in all that we do

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