"Someone's sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
INDEPENDENCE IS KEY
As an independent financial firm in Oshkosh, WI, we offer our clients freedom. We are not required to use a strict set of products or recommendations. We're able to deliver a process that is designed to get to know you and discover your specific needs. Then we can work together to develop strategies and select a course of action that is tailored to your specific needs and expectations.
Your Financial Planning Team
Meet the financial planners who serve the Fox Valley area in Wisconsin and the rest of the Provident team.
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.
Bringing Your Future Into Focus
We work with individuals, families and businesses and are committed to doing what is always in your best interest.
LPL Outlook 2024
LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report, combined with guidance from your Provident advisor, will help position investors to navigate this turning point and work toward achieving your objectives.