PROVIDENCE FINANCIAL SERVICES, LLC

Overview

Providence Financial Services, LLC is a small, independent RIA that serves individual and family clients with a mix of financial planning, discretionary portfolio management and adviser selection. The firm operates as a capital allocator and shows a clear equity preference, deploying most client assets into exchange-traded equities. Its fee schedule is flexible — charging a percentage of AUM alongside hourly and fixed-fee arrangements — which supports both ongoing portfolio management relationships and one-off planning engagements. The firm also lists accounting among its business activities, which suggests an integrated tax or bookkeeping capability that can influence portfolio construction and distribution planning. Providence identifies itself as a non-ESG active investor and does not position as a multi-state or pension consultant adviser. It acts as a selector of other advisers when clients require access to strategies outside the firm’s core capabilities, indicating use of sub-advisors or third‑party managers for specialized mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices