Serving Tampa Bay and Beyond Since 1986
Gaining financial confidence isn’t about having an unlimited supply of money — it’s about understanding what to do with the money you do have in order to reach your financial goals. It’s making smart investments and being intentional about your financial decisions so you can live the lifestyle you want now and 30 years from now. We can help you gain financial confidence and the peace of mind that comes with being in control of your finances.
Financial planning is not one big thing. It is hundreds of little things.™
ProVise Management Group, LLC is a nationally recognized, fee-based financial planning and investment management firm with offices in Tampa and Clearwater, Florida.* With over three decades of experience, we are ready to help you step into the financial freedom you deserve by following a personalized financial plan. Much like you wouldn’t trust an architect to build you a house without a blueprint, you shouldn’t trust a financial advisor to help you build your wealth without one.
Recognized as well-credentialed, fiduciary advisors
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Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
MEET YOUR PROVISE TEAM
At ProVise, we have an entire team of designated CERTIFIED FINANCIAL PLANNER™ professionals dedicated to advising clients on the best financial strategies to help them reach their goals.
Each of our team members believes in empowering people to live better lives. We work with many of Tampa Bay’s charitable organizations to give back to the people we serve and those in need.
Eric Ebbert, CFP®, MBA
Susan Washburn, CFP®
Shane O’Hara, CFP®
Senior Financial Planner
STRAIGHT FROM THE SOURCE
Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.
An emerging market fund is a fund that holds the majority of its assets in securities in countries whose markets are considered to be emerging. Both...
The COVID-19 pandemic changed life in many ways in 2020 and 2021, including finances and the economy. Tax laws change all the time, but in 2020,...
Strategic, disciplined money management is difficult for many people, even those who consider themselves financially literate. If you have goals you...