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We are dedicated to the well-being of you, our client.

Providus Advisors is dedicated to serving our clients with the utmost diligence and care through relationships based on trust and understanding. With over 30 years combined experience, the advisors at Providus have been offering individuals, families, and institutions objective and sophisticated planning and advice.

Investment Management

Providus Meets CIO

Our unique investment management methodology provides portfolio diversification with a keen focus on managing risk, so you can invest with confidence regardless of market conditions.

Financial Planning

Retirement planning, tax mitigation strategies, estate planning, insurance analysis, debt management, and more provided by Certified Financial Planning™ practitioners who help you organize and simplify your finances utilizing best in class tools and technology.

Retirement Plan Services

We help small business owners and executives build a better 401(k). We can help you reduce fees, improve plan investment performance, and better manage your fiduciary duty.

Our Latest Blog Posts and Videos

We’re on YouTube!

Click here to visit the Providus Advisors YouTube channel.       About the AuthorAbout James Dwyer, CFP®, AIF®James Dwyer has worked in the financial services industry for over 15 years. He is currently a partner at Providus Advisors, an …

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March 2019 Market Commentary

In December the stock market suffered what one may reference as a “waterfall” decline, dropping about 20% during the fourth quarter before staging a dramatic recovery over the past two months.  It makes one wonder, what the heck is next? …

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2018 Market Year In Review

Investors were treated to a wild ride in 2018 with the US, International, and Emerging stock market indices all finishing down for the year after a great start in January.  To add insult to injury, the typical diversifiers in client …

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