Provenance Wealth Advisors Corporate Retirement Plans Team Included on National Association of Plan Advisors (NAPA) 2025 Top DC Advisor Multi-Office Firm List

FT. LAUDERDALE, FL – April 4, 2025 – Provenance Wealth Advisors today announced that their Corporate Retirement Plans Team has been named by the National Association of Plan Advisors (NAPA) as a 2025 Top DC Advisor Multi-Office Firm.

The list is based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2024 (unless otherwise noted) for the organizations that submitted data. This year’s list represents more than $2 trillion in assets under advisement.

“We are honored to be recognized as a 2025 Top DC Advisor in the Multi-Office Firms category,” said PWA Director and Financial Advisor Sean Deviney, CFP®. “This accolade is a testament to our Corporate Retirement Plans Team’s dedication to navigating the complexities of corporate retirement planning. We remain committed to delivering strategic, client-focused solutions that drive long-term success.”

The Provenance Wealth Advisors Corporate Retirement Plans Team provides guidance on plan design, investment selection, regulatory compliance, and fiduciary responsibilities. Services include tailoring plans to align with business objectives, conducting provider searches to ensure cost-effective investment options, and educating employees on retirement readiness. By implementing best practices and proactive oversight, the team helps businesses manage fiduciary risk and offer competitive, well-structured retirement benefits.

About Provenance Wealth Advisors

For more than 20 years, Provenance Wealth Advisors’ team has provided comprehensive financial planning, estate planning, retirement planning, investment planning and insurance services to entrepreneurs, professionals and business owners.

PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Cincinnati and New York.

Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc.

To learn more about Provenance Wealth Advisors financial planning services click here or contact us at info@provwealth.com

Posted on April 4, 2025