Providence Financial Advisors, LLC takes a long term approach to investing, avoiding fads and market timing. To accomplish this, portfolios are designed using Modern Portfolio Theory. Investment managers are then chosen based on your criteria to implement the portfolio. Managers are then engaged based on the best format, i.e. separate account, institutional class mutual fund, or Exchange Traded Fund (ETF).

Once your portfolio is invested, it is continually monitored against your investment objective and goals. You are kept up to date through quarterly reports, emails, telephone calls and in person meetings. As a fee only independent advisor, you can be assured that the investments we utilize in your account are there because they meet a specific investment criterion, not because they pay the largest commission.