Independence is the driving force behind our team. The independent financial approach is all about offering our clients options that are most in tune with their goals. Unlike in-house financial consultants, we are able to consider a wide variety of investment options and access a wide range of wealth management and investment advisory products and services. 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.


Our team of financial planning professionals in Oshkosh, WI combine a wide variety of certifications and credentials to make sure we can provide you with an extensive selection of services and products. By being so well-rounded, we offer you the convenience and confidence to have your funds managed in one place.  Provident Financial Consultants offers a broad selection of financial planning services including, but not limited to:

  • Portfolio Analysis 

  • Investment Management 

  • Retirement Planning 

  • Estate Planning 

  • Trust Services 

  • Educational Funding & College Planning 

  • Divorce Planning 

  • Tax Planning 

  • Social Security & Medicare Planning 

  • Risk Management 

  • Philanthropy/Gifting Strategies 


In order to implement our many services, Provident utilizes a large assortment of financial products offered through LPL Financial. These products include, but are not limited to:

  • Mutual Funds

  • Variable Annuities

  • Fixed Annuities

  • Individual Stocks and Bonds

  • Alternative Investments

  • Domestic and Foreign Securities

  • Qualified Retirement Plans in the form of both Traditional and Roth 401(k), 403(b), Simple-IRA and Profit Sharing Plans.

  • Life Insurance to financially provide for your loved ones in case of the unknown.

  • Disability Insurance to ensure income in times of disability, and strive to protect you and your family’s financial future and investment savings in case of injury.

  • Long-Term Care Insurance to help you and your family pay for the care you need when you can no longer care for yourself.

If you are looking for a specific service and/or product and do not see it listed here, please call 920.230.6898 to speak with one of our team members. Set up a complimentary consultation today and let us help guide you to a brighter financial future.


LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.