Our Philosophy

Provident Financial Group of the Carolinas is an independent financial services firm serving the Carolinas and surrounding communities.  Our mission is to provide the families and businesses we serve with innovative financial strategies and solutions that provide financial clarity and lay a strong financial foundation.

  • We share a common goal with our clients – to simplify their financial life
  • We organize hard-earned assets, insurance and estate plans to help simplify, consolidate and integrate aspects of clients’ finances.
  • We believe there is no “one size fits all” solution for everyone.
  • We believe that straight talk is the best way to cut through the confusion of ever-changing economic and personal challenges.
  • We believe that we can best serve our clients by looking at their overall picture and we take pride in constructing solutions that are designed to help them get where they want to be.
  • We serve our clients by being a resource to other professionals and services that enhance their overall plan.

We provide investors with tailored investment strategies designed to pursue both short and long-term needs and we specialize in Retirement and Income Planning and Life Transition Planning.  We transition clients to retirement by creating an income strategy that works for them.  Life Transition Planning  serves families, aging clients and individuals experiencing the loss of a spouse through death or divorce and other significant life events.

Our professionals put our clients’ interests first.  Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions.

We have more ways than ever to help you potentially maximize your present and future financial situation.  We are committed to excellent customer service and helping you pursue what we feel is the most important service of all – confidence in your financial future.