Financial Planning for Your Life and Lifestyle™

Step into the financial freedom you deserve with a range of financial services personalized to your needs.

As Featured In

15+

CFP® Professionals

$2.1B+

Assets Under Management*

30+

States Served

*As of 6/30/26

Financial planning is not one big thing. It is hundreds of little things. At ProVise, we work alongside you to make informed decisions at every stage of life.

An Empathetic, Relationship-First Approach

Our advisors combine transparent communication with proactive planning to build deep, trusting relationships that support your long-term financial goals.

Fiduciary Guidance You Can Trust

Every advisor on our experienced team is a CFP® professional. They work to develop a financial plan that is supported by fiduciary care with a commitment to excellence in every recommendation.

Individualized Care, Collective Knowledge

Every client receives customized attention, enhanced by the depth of our team’s resources, creating long-standing partnerships that last.

Guiding Every Step of Your Financial Journey

Your financial life is made up of many moving pieces, each one influencing the next. Our experienced team brings clarity to financial complexity, providing professional, proactive support across every area of your financial life.

Financial Planning

Personalized planning designed to integrate every part of your financial life and support your long-term goals.

Wealth Management

Oversight of your financial picture, combining planning, investment strategy, and fiduciary care to help grow and protect your wealth.

Retirement Plan Consulting

Custom retirement plan solutions for businesses and institutions, built to strengthen participant outcomes and support your organization’s fiduciary responsibilities.

Built for Clients Who Value Partnership

The people we serve want more than investment advice; they want a long-term relationship grounded in fiduciary care, deep experience, and a commitment to thoughtful planning. Our ideal clients are engaged, forward-looking, and ready to collaborate with a team that helps them make informed financial decisions at each stage of life.

Making the Most of What You’ve Built

You’ve worked hard to accumulate wealth. We help you make informed decisions around investments, tax efficiency, and cash flow so your financial resources are aligned with your priorities today while positioning you for what’s next.

Preserving What Matters Most

From risk management to estate and legacy planning, we help safeguard your wealth and ensure its transferred thoughtfully. Our approach helps protect your family, your values, and the future impact of what you’ve built.

Turning Progress into Momentum

As your career and income grow, so do your financial opportunities and complexities. We partner with you to create a disciplined strategy that balances growth, risk, and flexibility while supporting both short-term goals and long-term aspirations.

Strategic Guidance for Organizations

We work with business owners and institutions to navigate financial complexity from retirement plans to investment oversight. Our collaborative approach supports organizational goals while helping leaders make confident, well-informed decisions.

Couples Approaching Retirement

Multi-Generational Legacy Planning

High-Income Professionals

Small Businesses and Institutions

A Commitment to Clients That Spans Decades

ProVise founder Ray Ferrara, CFP®, shares how he discovered his passion for financial planning and why helping people make confident financial decisions became his life’s work. His story reflects the values that continue to guide our team today.

“A portfolio should support your life, not distract from it. Our focus is on disciplined construction and keeping investments aligned with your long-term plan through changing markets.”

“Every client relationship starts with listening. We take the time to understand what matters most, because meaningful financial guidance begins with trust, not transactions.”

“As fiduciaries, our responsibility is clear: provide objective advice rooted in our clients’ best interests. Every recommendation is shaped by that commitment.”

A Team Committed to Your Financial Well-Being

Our strength lies in the depth of our experience and the dedication of our CFP® professionals. From our offices in Tampa and Clearwater, each advisor brings their own perspective and knowledge, united by a shared commitment to exceptional client care.

A Time-Tested Planning Process

ProVise has refined a planning process that brings structure, clarity, and purpose to your financial life. Our CFP® professionals use this disciplined framework to understand your goals, assess your current situation, and create a tailored plan designed to support your long-term well-being.

Get to Know You

We begin by getting acquainted — learning about your life, your priorities, and what’s prompting you to plan. This first conversation sets the tone for a relationship built on trust, understanding, and open communication.

Identify Goals

We work with you to clarify what you’re working toward, whether that’s retirement, financial independence, legacy planning, or a major life transition. Defining your goals with intention gives your financial plan a clear and meaningful direction.

Review Current Lifestyle

We take a close look at how you live today — your income, spending patterns, savings habits, and existing assets — and assess how your current financial position aligns with the goals you’ve identified.

Develop Plan

We craft a clear and coordinated financial plan built around your goals and current financial picture, integrating each element into a strategy designed to support your long-term well-being.

Present Plan

We walk you through your customized financial plan in a clear, easy-to-understand format, explaining the reasoning behind each recommendation. This is a collaborative conversation, giving you the opportunity to ask questions, share feedback, and feel confident in the path forward.

Implement Plan

We guide you through a clear checklist of action items, so that both our team and you stay aligned as each step of your financial plan is executed accurately and efficiently.

Monitor & Adjust

We continually review and adjust your plan as markets change and as your life and goals evolve. This is an ongoing partnership. Our team walks with you through every change, challenge, and opportunity to help you make informed decisions.

Guidance Informed by Decades of Experience

Understanding your financial picture starts with asking the right questions and getting clear, experienced guidance in return. With more than 40 years in business and a team of CFP® professionals, ProVise partners with you to bring clarity, confidence, and direction to every stage of your financial journey.

How do I know if I’m on track to meet my financial goals?

Our advisors help you define what you’re working toward—retirement, a business transition, legacy planning, or another milestone—and determine whether your current strategy supports those goals. Using a coordinated planning approach, we evaluate your complete financial picture and map out the steps needed to keep you on track.

Am I properly invested to support my long-term objectives?

As fiduciaries and CFP® professionals, we assess your portfolio through the lens of risk, diversification, and alignment with your personal plan. We work so that your investments reflect your time horizon, financial needs, and comfort level, helping you stay disciplined and positioned for long-term success.

What does it look like to work with ProVise as my financial partner?

Our relationship-oriented approach means you’re supported by an experienced team that knows you, understands your goals, and proactively anticipates your needs. We take on as much of the financial management burden as possible so you can stay focused on living your life, not managing spreadsheets.

What is the ProVise financial planning process?

Our planning model, developed and refined over decades, provides a clear, structured roadmap for understanding your goals, evaluating your financial position, and creating a plan that evolves with you. Every step of our work together is thoughtful, transparent, and aligned with your best interests.

Financial News & Insights

You Just Made Partner. Now the Real Financial Work Begins

Scaling for the Future: ProVise Announces Move to New Clearwater Headquarters

Social Security Timing Strategies for the Pre-Retiree: When Waiting Pays Off

Mid-Year Tax Planning 2026: Opportunities to Capture Before Year-End

Exit Planning for Business Owners: Your Business, Your Legacy

ProVise Perspective$

Stay informed with our bi-weekly perspectives on markets, planning, and wealth management.

Ready to get started? Talk with a CFP® professional today.

Start the conversation and see how our experienced CFP® professionals from our Tampa and Clearwater offices can help guide your financial future.