Our Team
Steven T. Cox, CFA
(866) 711-3213
Steve founded Providence Financial Advisors, LLC to provide individual clients and small business the same level of investment management services and financial planning process enjoyed by larger institutional investors. He observed...
Mark J. Donaldson, CFA
(866) 296-4311
Mark joined Providence Financial Advisors, LLC in 2008. Like Steve, he had an interest in providing individual clients and small business with sound, institutional quality investment management and financial planning services. His...
Steven T. Cox, Jr., CFA
866-711-3213
Steven joined Providence Financial Advisors, LLC in early 2019. Steven has a passion to help a wide variety of clients, including individuals and small business owners, in different life stages reach their personal financial and...