Broker Check

Independent Objective Advice

Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job
Jarrod Rutledge

Jarrod
Rutledge, CFP
®

Founding Partner of Provident Wealth Management Group.
Read More...



Life in a Box

See how eMoney Advisor can help
organize your financial life!
Click play above to watch the video!

Jason Heinzelmann

Jason
Heinzelmann, CRPC
®

Founding Partner of Provident Wealth Management Group.
Read More...

Products & Services

Planning & Advisory Services

Create a lasting legacy.
It is important to coordinate all
aspects of your finances to help
accomplish your highest purpose.

Investing

Invest in what matters.
We believe there is wisdom in systematically
saving over a period of time using
a disciplined investment strategy.

Insurance

Protect what’s important.
We believe that purchasing appropriate
insurance doesn’t demonstrate a lack of
faith but rather prudent planning.

Helpful Content

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Saving Early & Letting Time Work for You

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

View all articles arrow

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

View all calculators arrow

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

View all videos arrow