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About ProVise

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Where credibility meets ability

For over three decades, ProVise Management Group has delivered financial planning services that extend far beyond the bank account or balance sheet. We believe that financial success consists of small but intentional financial decisions throughout your lifetime, and we are committed to guiding you through each of those decisions before they arise.

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.

Our firm structure dictates that we are held to a fiduciary standard, which is a formal way of saying our legal obligation is to our clients and acting in their best interests. We wouldn’t have it any other way. We provide heartfelt and personalized advice to help our clients holistically plan for financial milestones, nimbly navigating through the moments you schedule and the unexpected surprises.

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Working with more than 1,100 clients in over 30 states, our Clearwater and Tampa, Florida, offices specialize in all aspects of financial planning, including:

At ProVise, we focus on the individual personal needs and goals of each client. Financial planning is more than numbers, it’s planning for your family’s future. You can trust that financial future to us.       

We believe in people.

At ProVise, we believe in helping our community prosper. Our time and knowledge are invested into organizations like Shriners Hospital for Children, Eckerd Connects, BayCare Health System, Morton Plant Mease Foundation, Directions for Living, USF College of Business and the Homeless Empowerment Project to name a few, so they can help more people live fuller lives. We are honored to be a part of these organizations in the community, and we are committed to supporting our community members in need.

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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.

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Clearwater

611 Druid Road East, Suite 105
Clearwater, FL 33756
Ph: 727-441-9022
Fx: 727-449-1625

Tampa*

4350 W. Cypress Street, Suite 225
Tampa, FL 33607
Ph: 813-405-4846
Fx: 813-415-3407
* This office is a branch of ProVise Management Group, LLC and not a branch of Kestra Advisory Services, LLC. Investment advisory services at this location are offered through ProVise Management Group, LLC.

800-633-3049

info@provise.com

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Check the background of ProVise on FINRA’s BrokerCheck
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS, or ProVise Management Group, LLC. Kestra IS and Kestra AS are affiliated with ProVise Management Group, LLC.

This site is published for residents of the United States only. Registered Representatives of Kestra IS, Investment Adviser Representatives of Kestra AS and Investment Adviser Representatives of PROVISE MANAGEMENT GROUP, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting Firms. For additional information, please contact our Compliance department at 737-443-2582.