Recognition from our peers
At ProVise Management Group, the highest recognition we can achieve is a kind word and a referral from our clients. Still, there are a number of local and financial industry trade publications that will rank firms like ours based on various criteria. While the opinions of our clients will always take priority, we do recognize that inclusion on these lists can help us reach more clients in need of our services — and that means a lot to us.
Here are just a few of the lists we’ve appeared on over the last few years:
- Barron’s — Barron’s named ProVise one of the “Top 100 Advisors” in Florida and recognized our firm annually as one of the top 1,200 nationally from 2011 through 2020.
- Tampa Bay Business Journal — The Tampa Bay Business Journal has recognized ProVise for many years in various categories, including as a “Top 25 Investment Service Firm in Tampa Bay” based on assets under management and a “Top 25 Largest Financial Consulting Firm” based on the number of financial advisors in our organization.
- InvestmentNews — InvestmentNews selected ProVise as one of the “Top 50 Places to Work for Financial Advisers” in 2018 and 2019.
- Financial Advisor magazine — Financial Advisor magazine ranked ProVise as one of the largest financial planning firms in the nation based on our total assets from 2012 through 2018.
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As of December 31, 2020, ProVise had $1,504,893,885 in assets under management on a discretionary basis and $10,744,158 in assets under management on a non-discretionary basis. Our CERTIFIED FINANCIAL PLANNER™ professionals are well-versed in financial planning for people and businesses of a variety of backgrounds. Our team members act as advocates for each of our clients, advising them through life’s challenges and helping them transition through advancements and changes in their careers or financial situations.
The ProVise Planning Experience
A financial plan is a roadmap to your financial success. A ProVise financial planner will follow a process that includes the following steps to creating a customized strategy specific to your current financial situation, lifestyle, and future goals.
1. Understanding Your Personal and Financial Circumstances
Before we can help you reach your goals, we need to understand where you are. We perform a thorough analysis of your current financial situation and upcoming risks before creating a financial plan designed for your increased future success.
2. Identifying and Selecting your goals
Your future financial goals will dictate your current financial choices. We need to understand your goals and then help you prioritize those goals, so we can align your financial strategy with the lifestyle for which you are aiming. We help you balance your goals in a way that is designed to benefit your current lifestyle without neglecting your future financial goals
3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action
It is important for us to first determine what you are currently doing and why. What is your approach to your finances and investments? There is no reason to seek alternatives if what you are doing is working. However, we can only do this in the context of looking at alternatives that may either fine tune what you are doing, or perhaps offer an alternative approach.
4. Developing the Financial Planning Recommendation(s)
Unlike others who just want to sell you something that may not be in your best interest, we do not consider recommendations until we have taken the first three steps of the financial planning process. You do not want a physician to create a treatment plan without a thorough analysis of your current condition and consideration of alternatives. The same is true with your financial health.
5. Presenting the Financial Planning Recommendation(s)
We will provide you with a set of written recommendations sharing our best ideas and thoughts regarding your personal financial situation. For those with a relatively uncomplicated financial life it might be done in a bullet point format, while for others it could be a much longer document. It might even be done with a modular plan focusing on the one aspect that is most concerning to you.
6. Implementing the Financial Planning Recommendation(s)
We help you put the financial planning strategy to work by putting together a checklist of action items for you and us that helps ensure that the plan is implemented in a timely fashion. There is nothing worse than knowing what needs to be done and then not doing it.
7. Monitoring the Progress and Update
Financial planning is not an event that happens one time. It is a continuous process. Life happens and things change. You will not go it alone. We will walk with you through every financial decision, roadblock, obstacle and opportunity to make sure you are staying on track toward your financial goals.
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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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