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A personalized strategy

We consult with you to customize a portfolio that reflects your personal values and financial goals. We understand that the “how” is just as important as the “why” when it comes to your economic growth.

Manage your risk

Social and environmental factors can have general systemic or market-level implications that can affect portfolio performance. We monitor and review your account to ensure we are tracking your goals.

Ensuring that you’re on the right track

We’re constantly monitoring your account to ensure that you’re pursuing your goals — virtuously and consistently.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors. Provident Financial Group and the Securities America Companies are unaffiliated. This website is not an offer to buy or a solicitation to sell securities. Representative is licensed to offer securities in the following states: AZ, CA, HI, OK, IL.