Provident Financial Consultants

Provident Financial Consultants Provident is dedicated to delivering exceptional financial services and innovative, comprehensive wealth management strategies through all phases of life.

With more than 100 years of collective industry experience, Provident Financial Consultants, LLC, is dedicated to delivering exceptional service and innovative, comprehensive wealth management strategies that help pursue financial independence through all phases of life. We understand that choosing the right Financial Advisor is critical. Our team of highly qualified, financial professionals combi

ne a wide variety of special talents, licenses and financial experience to make sure we can provide you with strategies most suitable for your needs. Whether you are looking for guidance regarding estate and/or retirement planning, or asset allocation strategies utilizing a variety of investment vehicles such as stocks, bonds and other investments, Provident offers an extensive array of services to assist you. We work to create realistic expectations based on a complete and thorough performance history. Please visit our website for a full list of services offered. WHY CHOOSE PROVIDENT? Provident Financial Consultants, LLC is a truly independent and objective financial consulting firm. Our primary goal is to always work in your best interest. As independent consultants, we offer objective financial guidance. We utilize a wide range of resources in order to address the financial goals you have identified. We offer access to securities through LPL Financial, an independent brokerage firm. Having no proprietary products eliminates possible conflicts of interest. Our team works cohesively to ensure that your experience with Provident Financial is a memorable one. When you choose to work with one of our talented Provident Financial Advisors, you are entering into a long-term relationship built on a foundation of trust. A relationship in which they take the time to get to know you, and strive to thoroughly understand your unique financial situation. Each advisor takes the time to fully understand what matters most to you, to create strategies individually tailored to pursue your financial goals. We feel that education is a key part of wealth management. Our desire is to help educate you about the basic concepts of financial planning, and to give you fast, easy access to market performance and data. Come visit our website at www.providentfc.com to find a wide variety of educational financial resources in the form of articles, calculators, flipbooks, newsletters, a financial glossary, a tax library, market reports and videos. Please feel free to use these tools to better your understanding of financial planning and its benefits. Let us help you plan for a successful and comfortable financial future. Follow us on Facebook, LinkedIn and don’t forget to visit www.providentfc.com today! Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial representative associated with this site may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, LA, MI, MN, MO, NC, NJ, OH, OR, SC, TX, UT, VA, WA, WI.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
07/20/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Can group and private disability policies work together?
07/15/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
07/13/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
07/08/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Trump Accounts opened on July 4. A few questions are worth considering:➡️ Our baby is 18 months old. Do we qualify for t...
07/06/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

Considering alternative investments? It’s critical to sort through the complexity.
07/06/2026

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Wishing you and your family a safe, joyful, and memorable Fourth of July. May your day reflect the spirit of independenc...
07/04/2026

Wishing you and your family a safe, joyful, and memorable Fourth of July. May your day reflect the spirit of independence, the excitement of fireworks, and the timeless traditions that make this holiday so special.
As we celebrate, we do so with gratitude—for the freedoms we enjoy, and the strong communities that bring us together.
From all of us, we wish you a wonderful holiday and a truly meaningful celebration. 🇺🇸✨

Our office will be closed today, Friday, July 3rd. We appreciate your understanding and will resume regular business hou...
07/03/2026

Our office will be closed today, Friday, July 3rd. We appreciate your understanding and will resume regular business hours on Monday.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
07/01/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
06/29/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Address

2391 Enterprise Drive
Oshkosh, WI
54904

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3:30pm

Website

Alerts

Be the first to know and let us send you an email when Provident Financial Consultants posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category