About Provident Wealth Management Group

"The mission of Provident Wealth Management Group is to provide each of our clients with unbiased well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times." We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment growth, maintaining income during retirement years, and our client's protection needs. We provide our clients with ongoing advice and support, periodic face-to- face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth Management Group we work to benefit and enrich the lives of our clients by upholding our high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. We offer our clients unparalleled financial advice and first-class service and investment products. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through IHT Wealth Management, a Registered Investment Advisor. IHT Wealth Mangement and Provident Wealth Management Group are separate entities from LPL Financial.

General Information CRD#:    4478336 Firm CRD#:    6413 States Licensed in:    Colorado Florida Georgia North Carolina Ohio Pennsylvania Tennessee Insurance License#:    215 States Willing to do Business in:    Apollo Beach,Belleair Beach,Brandon,Clearwater,Clearwater Beach,Crystal Beach,Dover,Dunedin,Gibsonton,Holiday,Indian Rocks Beach,Land O Lakes,Largo,Lithia,Lutz,New Port Richey,Odessa,Oldsmar,Palm Harbor,Pinellas Park,Plant City,Riverview,Ruskin,Safety Harbor,Saint Petersburg,Seffner,Seminole,Sun City Center,Tampa,Tarpon Springs,Thonotosassa,Valrico,Wesley Chapel,Wimauma

Qualifications & Memberships Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®) Securities Licenses:    Series 7, Series 55, Series 63, Series 66 Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Frequently Asked Questions

Q.	What are your qualifications? What is your education background?

Q.	How many clients do you currently manage?

Q.	Have you ever been charged with any breaches?

Q.	Why should I choose you as my financial advisor?

Q.	How do you charge for your services?

Q.	What services do you provide? What are your specialties?

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Q.	What are your qualifications? What is your education background?
I follow the approach taught by the the College for Financial Planning.

Q.	How many clients do you currently manage?
Fee based.

Q.	Have you ever been charged with any breaches?
No

Q.	Why should I choose you as my financial advisor?
I hold the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.

Q.	How do you charge for your services?
Fee based financial planning and discretionary portfolio management. Retirement planning. Protection planning. Small business retirement plans.

Q.	What services do you provide? What are your specialties?
We specialize in fee based discretionary asset management and retirement planning.