Provision Financial Planning

Overview

Provision Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners, and lists pension consulting among its advisory services. Fee arrangements are flexible — percentage of assets under management, hourly engagement fees and fixed fees are all used across client relationships. Investment activity is tilted toward public equities: the firm shows a clear equity preference and uses exchange-traded equities and ETFs as the dominant vehicle in client portfolios. At the same time Provision supplements public-market exposure with access to third‑party alternative managers across private markets — private equity, venture capital, real estate and private credit — and uses annuities and mutual funds where appropriate. Provision does not identify itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices