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"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.

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Your Financial Team

We help our clients move from the fear of the unknown, to clarity and confidence in their financial
future.

Our Process

We have the freedom to weigh the merits of one service and/or product against another and make recommendations that best align with your long-term financial goals

Services

We offer a broad selection of financial planning services, affording you the convenience and confidence to have your funds managed in one place. 

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Your Financial Planning Team

Your Financial Planning Team

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

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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.

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Bringing Your Future Into Focus

Bringing Your Future Into Focus

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

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Advisor Insight:  What happens if my bank fails?

When this occurs, the FDIC provides depositors with an insurance payout. However, not all accounts are covered under FDIC insurance. Cassandra Dorn, CFP shares the details.
 



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