About Us

About Us
Helping people make smart financial decisions at every stage of life

Meet the Team
Our team includes CFP® professionals and dedicated specialists

Locations
Personalized financial advice from our offices in Clearwater and Tampa, FL

Careers
Find your purpose at ProVise Management Group

Philanthropy
Our commitment to financial planning goes beyond our clients
Services

Financial Planning
Our mission is to help people make smart financial decisions at every stage of life

Wealth Management
Our team includes experienced CFP® professionals and dedicated specialists

Retirement Plan Consulting
Personalized financial advice from our offices in Tampa Bay & Clearwater, FL
Who We Serve

Couples Approaching Retirement
Make the most of what you've built

Families Building a Lasting Legacy
Preserve what matters most

High-Income Professionals
Turn progress into momentum

Businesses and Institutions
Strategic guidance for organizations
Resources

Insights
Timely insights from our team on financial planning and wealth management

Webinars
Learn directly from ProVise advisors about the financial topics that matter most

Podcasts
Each episode delivers candid conversations with industry leaders

Firm News
Stay informed with the latest updates and news from ProVise

Events
Our events are designed to provide thoughtful guidance and practical insights

ProVise Perspective$
Subscribe to receive our bi-monthly financial updates directly to your inbox
Client Login
Contact Us

Up Your Assets Podcast

Are you ready to up your assets? Join Ray Ferrara, CFP® – a 50-year veteran of wealth management and founder of ProVise Management Group – as he cuts through the noise of wealth management with straight talk and sharp insights. Each episode delivers candid conversations with industry leaders on the money matters that impact your life. With five decades of market cycles under his belt, Ray’s seen it all and isn’t afraid to tell it like it is.

Featured Podcast:

Forget the Piggy Bank. Your Kid Has a Trump Account.

Our Podcast Episodes

Forget the Piggy Bank. Your Kid Has a Trump Account.

Listen on:

The Estate Planning Mistake Pet Owners Make

Listen on:

Your Spouse Died. Now What Happens? Financially and Emotionally?

Listen on:

An Overview of Tax Lien & Tax Deed Investing

Listen on:

The Ladder of Success Almost Cost Me Everything I Really Needed

Listen on:

How to Avoid Financial Devastation When Life Happens

Listen on:

Sold My Company. Now What the Hell Do I Do?

Listen on:

The Child-Free Estate Planning Gap Nobody Talks About

Listen on:

How Smart Investors Navigate Market Uncertainty

Listen on:

The Hidden Risks That Quietly Drain Your Wealth – and How to Avoid Them

Listen on:

Roth IRA Conversions: When It Makes Sense and When It Doesn’t

Listen on:

The Truth About Life Insurance (Before You Buy Anything)

Listen on:

Marriage, Money & Divorce: What Couples Need to Know Before and After “I Do”

Listen on:

Your Money Isn’t the Only Target: Protect Your Data, Home, and Identity

Listen on:

Trust Companies Explained: Preserve Family Wealth & Protect Your Legacy for Generations

Listen on:

Estate Planning After the One Big Beautiful Bill: New Rules, New Strategies

Listen on:

Ray’s 2026 Predictions Were Better Said: How to Make a Fool of Yourself

Listen on:

Master Your 401k: Matches, Roth vs. Traditional and the Power of Starting Now

Listen on:

The Hidden Costs in Your Retirement Plan: Benchmarking Your Way to Better

Listen on:

Living Longer Than You Think (and Loving It). How to Live (and afford) a 100 Year Life.

Listen on:

The Claiming Clock: Singles, Couples, and Survivors

Listen on:

ProVise Perspective$

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

Discover More Resources Here

Looking to go deeper? Explore our insights, webinars, and firm news for additional perspectives, conversations, and updates from across the ProVise team.