About Us

 

Providus Advisors is an Arizona based investment advisory firm established in 2005.

Our primary focus is helping our clients achieve and maintain their financial independence. We are passionate about the work we do and truly care about the success of our clients. We are proud to have retained over 95% of our clients since our firm’s inception. The majority of our new clients are referrals from existing clients.

To view the Providus Investment Advisor Public Disclosure, please go to the adviser info page at www.finra.org and enter IARD number 136182.

 

Michael McGinley, CFP®, AIF® – Founding Partner

mike-profile-imageMichael has worked in the financial services industry for over 15 years and earned his Bachelor of Science degree in Finance from Arizona State University in 1999.

Before founding Providus Advisors, Michael had served clients as a self-employed investment advisor for eight years as owner of McGinley Financial Advisory.

In 2002, Michael earned his Certified Financial Planner (CFP®) designation. To earn a CFP® designation, one must meet rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Michael also earned the Accredited Investment Fiduciary (AIF®) designation as well in 2012. An AIF Designee has acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.

Michael is an Arizona Native. He currently resides in Phoenix and loves spending time with his children. He is an an avid reader, loves to play basketball, and travel. His favorite place to visit is Carlsbad, California for the great weather and family friendly atmosphere.

michael@providusadvisors.com

 

James Dwyer, CFP®, AIF® – Founding Partner

james-profile-imageJames has worked in the financial services industry for over 15 years and earned his Bachelor of Science degree in Finance from Arizona State University in 1999.

Prior to founding Providus Advisors, James was a Vice President with Merrill Lynch and it’s predecessor Banc of America Investments.

Always striving to improve, and wanting to better assist clients in all aspects of their financial affairs, he earned his Certified Financial Planner (CFP®) designation in 2006.  To earn a CFP® designation, one must meet rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

In 2013, James achieved the Accredited Investment Fiduciary (AIF®) designation.   An AIF Designee has acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.

Originally from the Midwest, James has lived in Arizona since 1982 and resides in Phoenix.  In his free time, James enjoys spending time with his family, traveling, reading, hiking, and following his beloved St. Louis Cardinals.

james@providusadvisors.com