- 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.
We help our clients move from the fear of the unknown, to clarity and confidence in their financial future.
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
We offer a broad selection of financial planning services, affording you the convenience and confidence to have your funds managed in one place.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Meet the financial planners that serve the Fox Valley area and the rest of the Provident team.
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.
We work with individuals, families and businesses and are committed to doing what is always in your best interest.
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.