About Providence Financial Advisors
Providence – A manifestation of divine care or direction. The quality or state of being provident (making provision for the future).
Stewardship – The conducting, supervising, or managing of something. The careful and responsible management of something entrusted to one’s care.
About Us – We are a team of professionals working collaboratively with our clients to help them find clarity, confidence, and contentment in their financial lives.
Who We Serve – We exist to serve a small group of successful families, business owners, and institutions empowering them to be good stewards of God’s provision.
How You Benefit (How We Serve) – As fiduciaries for our clients, we are dedicated to putting your interests ahead of our own and providing excellent advice to help you find clarity, confidence, and contentment in your financial life.
How We Benefit – Transparent fees for investment management, financial planning, and insurance products. Introductions to folks you look up to financially.
The Providence Process – The Providence Process is about being intentional and knowing our clients holistically, and includes Your Values, the 7 Pillars of Financial Planning, 6 Key Risks of Retirement, and Biblical principles for financial management.
Your Values – Living in alignment is about matching your “real” behaviors with your “ideal Values.” Living out of alignment is a source of stress, dissatisfaction, and poor decision-making. We utilize an interactive assessment to define what you value most and to set the stage for behaviors and performance more closely aligned with your ideal self. In the future, we use your values as a benchmark for decisions and the development of a Financial Purpose Statement, much like a business leans into its mission statement when facing decisions.
Our Values
Fiduciary – Put our client’s interest first always.
Faith – We will put our trust in God. John 3:16, Ephesians 2:8
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- John 3:16 – “For God so loved the world, that he gave his only Son, that whoever believes in him should not perish but have eternal life”
- Ephesians 2:8 – “For grace you have been saved through faith. And this is not your own doing; it is the gift of God.”
Integrity – We will demonstrate a Christ-like wholeness, privately and publicly. Proverbs 11:3
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- Proverbs 11:3 – “The integrity of the upright guides them…”
Excellence – We will honor and glorify God in all we do. Colossians 3:23-24
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- Colossians 3:23-24 – “Whatever you do, work heartily, as for the Lord and not for men, knowing that from the Lord you will receive the inheritance as your reward. You are serving the Lord Christ.”
Family – We will love each other and share God’s love with each other. 1 John 4:19
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- 1 John 4:19 – “We love because He first loved us.”
Meaningful Work – We will model Jesus’ example of serving. John 13: 1-17 – Jesus Washes the Disciples’ Feet
Health – We will be a steward of ourselves to serve the Lord using our gifts. 1 Corinthians 6:19-20
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- 1 Corinthians 6:19-20 – “Or do you not know that your body is the temple of the Holy Spirit within you, whom you have from God? You are not your own, for you were bought with a price. So glorify God in your body.”