If you’re looking for honest financial advice from an advisor you can trust, you’ve come to the right place. I founded Provident Planning so I could 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.

As a fee-only financial planner, I am compensated only by the up-front fees my clients pay. You don’t have to worry about getting biased advice due to commission-based products or conflicts of interest.

As a registered investment adviser, Provident Planning is legally required to always act in our clients’ best interests. This legal responsibility is called our “fiduciary” duty. Stock brokers and insurance agents aren’t held to this fiduciary standard. If you’d like to know why this is an important difference, I invite you to read my article: What Is a Fiduciary, and Why Does It Matter?

If you’ve had a bad experience with an advisor in the past, I invite you to take a few minutes to check out why Provident Planning is different and then give me a call. I’ll answer any other questions you may have and be glad to schedule your free, no-obligation Get Acquainted meeting at your convenience.

Additionally, I provide tax preparation services at an hourly rate. As an Enrolled Agent, I am certified to represent taxpayers before the IRS in all 50 states and U.S. territories. I’m also held to high ethical standards and continuing education requirements that are completely focused on taxation.

My Guarantee to You

Here’s my personal guarantee to you: If you’re not completely satisfied with my services, you owe me absolutely nothing! My goal is to do the best job I can for each and every client. If I don’t achieve that goal, I don’t feel right charging my clients. So what do you have to lose? Take some time to read about me, my services, process, and FAQ, then contact me to schedule your free, no-obligation Get Acquainted meeting!