Let's Connect
Let's Connect

Firm News

Stay informed with the latest updates from ProVise, including firm announcements and news that reflect our ongoing work within the industry and our community.

Read Our Latest Firm News

Featured Post:

ProVise’s Shane O’Hara Featured in Kiplinger

Shane O’Hara Featured in Kiplinger-Long-Term Care

ProVise’s Shane O’Hara Featured in Kiplinger

Shane O’Hara, CFP®, CPWA®, on how to plan for long-term care when your spouse has been diagnosed with early-stage dementia.
Susan Washburn Named One of AdvisorHub’s 200 Women Advisors to Watch in 2026

Susan Washburn Named One of AdvisorHub’s 200 Women Advisors to Watch in 2026

We’re thrilled to congratulate Susan Washburn, CFP®, CEFT®, JD, on being named one of AdvisorHub’s 200 Women Advisors to Watch
ProVise Management Group Named One of Best RIAs to Work for 2025 by Financial Planning

ProVise Named a 2025 Best RIAs to Work For by Financial Planning

ProVise Management Group is proud to be recognized by Financial Planning as one of the 2025 Best RIAs to Work
Shane Ohara on MarketWatch

ProVise’s Shane O’Hara Featured in MarketWatch Picks Article

ProVise’s Shane O’Hara, CFP®, CPWA®, was featured in MarketWatch Picks discussing smart ways to handle required minimum distributions (RMDs). He
Susan Washburn Named a Top Financial Advisor

ProVise’s Susan Washburn Named a Top Female Advisor by InvestmentNews

ProVise is proud to celebrate Susan Washburn’s recognition in InvestmentNews’ 2025 $100M Club: Top Female Advisors, a tribute to her
ProVise Top 250 RIA Ranking 2025

ProVise Management Group Named on Financial Advisor’s 2025 RIA Ranking

ProVise Management Group is proud to announce its inclusion on Financial Advisor magazine’s 2025 RIA Ranking. This recognition reflects our

ProVise Perspective$

Receive our bi-monthly financial updates directly to your inbox.

Additional Insights & Resources

Access insights, podcasts, and webinars that expand on our thinking and provide practical guidance around planning, investing, and navigating financial complexity.
Insights
Podcasts
Webinars