"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 that serve the Fox Valley area 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 Financial Research Midyear Outlook 2023: The Path Toward Stability
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end. That’s not to say that 2023 hasn’t come with its own set of challenges. We saw two regional banks fail in rapid-fire succession in March—and another closed its doors in May. Collectively representing over $530 billion in assets, the trio ranks as the second, third, and fourth largest bank failures to date. We also held our breath as a last minute deal to raise the debt limit came together as the clock ticked closer to default. Despite the market gyrations these events caused and a banking sector still on tenterhooks, the overall financial system seems stable. The insights in LPL Research’s Midyear Outlook 2023: The Path Toward Stability will help position investors, along with guidance from their financial professional, to achieve their goals by providing guidance and actionable insights as the second half of 2023 unfolds.