"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Philosophy

Team

Resources

Services

Custom plans for every stage of life.

Wherever you go, we'll go there with you.

Our Team

Our Team

Meet the financial planners that serve the Fox Valley area and the rest of the Provident team.

Learn more
What Makes Us Different

What Makes Us Different

We operate in a family-oriented atmosphere while also delivering the sophistication and knowledge of a large financial institution. From the moment you walk in our door, you'll notice a culture of care and service that is not often experienced in a financial services firm.

Learn more
Bringing Your Future Into Focus

Bringing Your Future Into Focus

We work with individuals, families and businesses in the Fox Cities area and are committed to doing what is always in your best interest.

Learn more

Setting Expectations for Market Volatility

We have experienced a significant amount of volatility so far this year, which can raise concerns for even the calmest of investors. In this webinar, Jacob Merk, CPA, CFP helps us all take a step back and puts the volatility we've been experiencing into perspective.

Jacob uses a few case studies and historical outlooks that can help you realize that market volatility should be expected and embraced.


Sign up for our newsletter!

Thank you!
Oops!