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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Provenance Wealth Advisors

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United States
Fort Lauderdale, FL
Provenance Wealth Advisors

Proper planning is a process. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser.

Our team of experienced planners carefully evaluates our clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. The firm’s areas of experti

se include:
Estate planning
Retirement planning
Investment planning
Business structures and succession planning
Retirement plans for business
Insurance planning
Legacy planning
Charitable and philanthropic planning
Special needs planning

Important Disclosure Information:
Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. 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. Provenance Wealth Advisors does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals. Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your Provenance Wealth Advisors Financial Advisor for information and availability. Links are being provided for information purposes only. Provenance Wealth Advisors is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Provenance Wealth Advisors is not responsible for the content of any website or the collection or use of information regarding any website's users or members.

07/04/2026

Happy Fourth of July! Today, we celebrate the spirit of independence, freedom, and opportunity that unites us as Americans. Wishing everyone a happy and safe Fourth of July weekend!

07/03/2026

In observance of Independence Day, our offices and the U.S. stock market are closed today. We wish you and your loved ones a safe, happy, and enjoyable holiday. Happy Independence Day from all of us at Provenance Wealth Advisors!

06/25/2026

Olga Ismail, head of retirement plans consulting, recently attended the Capital Group Women’s Defined Contribution Leaders Forum, joining peers from across the industry for thoughtful discussion and collaboration.

The experience reinforced the value of continued learning, strong industry partnerships, and a shared commitment to improving retirement outcomes for participants.

We’re proud to have Olga representing our firm and bringing valuable insights back to support our clients and team.

06/23/2026

Members of our PWA team attended Wealth Management EDGE and the Practifi Power User Forum this past week, connecting with peers and gaining valuable perspective.

We’re excited to apply the insights shared as we continue evolving as a firm, integrating new technologies and maintaining our commitment to exceptional client service.

06/21/2026

Wishing a Happy Father’s Day to all the fathers and father figures who inspire, support, and lead with dedication every day. We celebrate the impact you make both at home and in our communities. Happy Father's Day!

06/19/2026

In observance of , the stock market and our offices will be closed as we take time to reflect and honor this important day. Happy Juneteenth!

06/05/2026

Happy World Environment Day! Giving back is part of who we are, and our beach cleanups are one of our favorite traditions. Grateful for our team coming together to make a positive impact on the communities and coastlines we call home.

06/04/2026

The pandemic was a stark reminder that life’s uncertainties can strike without warning. Miami Financial Advisor Kathleen Marteney shares how establishing key financial and estate planning tools while you’re healthy helps protect your loved ones and ensures your wishes are honored.

For some, the COVID pandemic may seem like a distant memory. However, if there is one lesson we learned from that period it’s that no one is immune from a job loss, a business closing, or a life-threatening illness. When these challenges occur, it is often too late to develop plans that you can pu...

05/25/2026

Our team honors and remembers those who have made the ultimate sacrifice for our country this Memorial Day. Our offices and the U.S. stock market will be closed on Monday, May 25, in observance of the holiday. We wish everyone a safe and enjoyable Memorial Day weekend.

05/12/2026

Grateful for the time spent together celebrating our team at our longtime tradition of lunch at Joe’s Stone Crab. Moments like these remind us how much we value connection, collaboration, and shared success.

Address

200 E Las Olas Boulevard Fl 19
Fort Lauderdale, FL
33301

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.provwealth.com/

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