Broker Check

Independent Objective Advice

Products & Services

At Provident Wealth Management Group, we are supported by seasoned and accomplished industry veterans, comprising a large and experienced research group among independent brokerage firms, with access to timely, detailed information, computer- modeling tools, and market intelligence. In addition to LPL’s Independent Research Group, we also have access to a host of other financial research providers. We thoroughly analyze the available research and select the services suited to your unique financial situation.


  • Mutual Funds
  • Bonds
  • Stocks
  • Exchange Traded Funds
  • Unit Investment Trusts
  • Alternative Investments
  • Annuities
  • Certificates of Deposit
  • Government Securities
  • Municipal Bonds

Financial Planning

  • Comprehensive Planning
  • Retirement Accumulation/ Income Planning
  • Education Planning
  • Estate Planning
  • Protection Planning
  • Investment Planning
  • Tax Planning
  • Small Business Owner, Retirement Plan Selection Planning
  • Financial Position Analysis

Retirement Planning

  • Traditional IRA 
  • Rollover IRA 
  • Executive Bonus Plans 
  • Split Dollar Plans 
  • SEP IRA 
  • Roth IRA 
  • 401(k) 
  • Cash Balance Plans 
  • Pensions 
  • 403(b) 
  • Profit Sharing Plans 
  • Defined Benefit Plans 
  • Money Purchase Plans 
  • Non-Qualified Deferred Compensation Plans


  • Disability Income Insurance
  • Business Overhead Expense Insurance 
  • Long Term Care Insurance 
  • Term Life Insurance 
  • Whole Life Insurance 
  • Universal Life Insurance 
  • Captive Insurance Companies
  • Variable Universal Life Insurance 
  • Second to Die