About

Provident Planning exists to provide objective, prudent, and affordable financial planning and tax preparation services to all people, regardless of their net worth, in a manner that honors God. Services are provided for an hourly fee or for a flat fee, depending on a client’s needs and preferences. Our advice and actions are based on Biblical principles and academic research.

Me and my beautiful wife, Michelle, at a covered bridge. Provident Planning was founded by Paul Williams. After graduating with a bachelor’s degree from Virginia Tech’s financial planning program, Paul began his financial planning career in 2007 at The Monitor Group, Inc. in McLean, Virginia. When he later moved to Pennsylvania, he began working at Kelly Financial Group, LLC in Bel Air, Maryland. After these experiences in wealth management, Paul founded Provident Planning out of a desire to more fully integrate his faith with his career and to make independent and impartial financial advice available to anyone regardless of their net worth. Paul is currently a candidate for CFP® certification. Paul is a member at Mechanic Grove Mennonite Church and has been married to his wife, Michelle, since June 2009.

       Disclaimer: Provident Planning, Inc. ("PPI") is a Pennsylvania registered investment adviser. Representatives of PPI are in compliance with the current registration requirements imposed on registered investment advisers by those states in which PPI has clients.

       PPI will only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. This information is distributed for educational purposes only and should not be considered personalized investment advice for compensation, an offer of any security for sale, or a solicitation or attempt to effect securities transactions.

       Any subsequent, direct communication by PPI with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client lives.