Our Clients are the Reason We Exist
We’re in the relationship business—committed to delivering a 360° holistic approach that is both accessible and sophisticated. We combine creativity with forward-thinking strategies to disrupt the norm and redefine wealth management.
Why Choose Us
We dig deep, simplify the complex, and protect your legacy with a forward-thinking, long-term perspective. Our dedicated team is here to provide an unparalleled, curated experience — ensuring that every strategy we develop is as unique and visionary as you are.
We Dig Deep
Our in-depth Present Condition Analysis to audit every aspect of your financial health. This will identify gaps, uncover opportunities, and provide clear insights. Our thorough process lays the foundation for crafting a truly unique, tailor-made plan that aligns with your goals and turns your vision into action.
We Simplify the Complex
We understand that success comes with challenges. That’s why we transform intricate financial scenarios into clear, decisive strategies that empower you to reach and exceed your goals. With our integrated in-house departments—spanning business retirement plans, insurance, and CPA affiliate support—you gain direct access to a dedicated team that cuts through the noise and keeps you informed.
We Protect Your Legacy
Our relationship-first approach means we prioritize what’s important to you today and what will matter tomorrow. Every recommendation is made with your long-term vision in mind, ensuring your legacy remains secure as you navigate both current challenges and future opportunities.
Personalized Wealth Solutions for Every Stage of Success
Wealth Management
Our wealth management services offer a personalized experience designed to help secure your present and shape your legacy. We integrate family wealth planning, investment strategies, retirement solutions, and forward-thinking tax planning—tailored to your unique goals.
Estate Planning
Your legacy is shaped by the values and vision you uphold. At Provenance Wealth Advisors, we design estate plans that protect what matters most, minimize tax implications, and ensure a seamless wealth transfer.
Business Planning
We help business owners and entrepreneurs build resilient, future-ready enterprises. With a 360° approach and forward-thinking strategies, we turn challenges into opportunities—whether it’s continuity planning, growth structuring, succession planning, or buy/sell agreements. We provide clarity, innovation, and transparent relationships to lay the foundation for long-term success.
Corporate Retirement Plans
We craft corporate retirement plans that blend tax efficiency, compliance and employee benefits. This empowers businesses to attract, retain and reward top talent while helping valued employees create long-term security. Whether it’s optimizing savings options or providing flexible retirement benefits, we craft programs the meet the needs of organizations and their employees.
Meet Our Teams
At Provenance Wealth Advisors, we believe that unique goals deserve customized solutions. With more than 24 years of combined leadership experience across our financial and investment professionals, our team has earned a reputation for accountability, transparency, and results. From day one, clients have trusted us as a strategic partner—offering innovative thinking and a clear path toward their financial aspirations.
- August 20, 2025
Employers sponsoring non-safe harbor 401(k) plans must perform annual ERISA- and IRS-mandated testing to ensure they do not disproportionately favor highly compensated employees (HCEs) over rank-and-file non-HCEs. It is critical businesses understand the formulas for these nondiscriminatory tests and the steps they must take to fix a failure or risk…
- August 18, 2025
One of the biggest challenges entrepreneurs must confront is how and when they will exit the businesses they spent most of their lives building. After all, business owners view their companies as extensions of their personal identities. They neither have the desire nor the time to think about what will…
- August 13, 2025
The income you earn during the year is subject to federal taxes, regardless of whether you receive employment wages, business profits, investment returns, Social Security benefits and even gambling winnings. Conversely, property you receive as a gift, bequest or inheritance is generally not included in your taxable income. Understanding these…