About Us

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

The firm typically serves affluent families with $1 million or more in investable assets and net worths of $2 to $5 million. Providus also advises retirement plans such as 401(k) and defined benefit plans.  The firm has retained over 95% of its clients since inception and 95% of new clients are referrals from existing clients. Currently, the firm manages over $125 million in assets.

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

About Michael McGinley

Mike bioMichael 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 has 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 family. 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

 

About James Dwyer

James bioJames 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