Providence Financial Advisors, LLC

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Client assets under management

$184,323,098

Clients

175

33% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,053,275

About

Providence Financial Advisors provides individualized portfolio management, investment advisory and financial planning services to individuals, trusts and estates, businesses, and defined contribution plans. The firm’s primary offering is ongoing portfolio management delivered on either a discretionary or non-discretionary basis, and it also provides project‑based financial planning and retirement plan consulting.

The firm implements a globally diversified strategy grounded in modern portfolio theory and primarily uses fundamental security analysis, with mutual funds and exchange‑traded funds as principal implementation vehicles while retaining the ability to use individual securities, margin and options. Accounts are reviewed at least quarterly and services are tailored to each client’s risk profile and objectives; as of 11/30/2025 the firm reported approximately $426.1 million managed on a discretionary basis of $428.1 million in total assets.

A notable feature of the firm is its use of referral and fee‑sharing arrangements with outside advisers, including a disclosed arrangement to receive a portion of fees from an affiliated outside manager for joint clients, and the firm may recommend or engage outside managers under contract. The firm also discloses and references third‑party ratings in its public materials and receives custodial support services from its primary custodian, arrangements the brochure identifies as potential conflicts that are disclosed to clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees for retirement plan services, negotiable based on size and type of relationship

Percentage

Generally ranges from 1.50% to 0.25%, negotiable based on various factors

Project-based

Generally $150 per hour for project oriented engagements, agreed upon in advance

Main office location

Providence Financial Advisors, LLC

6900 College Blvd.,, Suite 850

Overland Park KS 66211, United States

Number of offices

Most active in

Kansas · Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 913-323-0535

Advisors at this firm

Mark D

CFA®, Series 63, Series 65

Overland Park, KS

Providence Financial Advisors, LLC

Mark Donaldson is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Providence Financial Advisors, LLC since 2008 and concurrently operates a regulatory compliance consulting practice based in Kansas City. Providence Financial Advisors, LLC serves individuals, trusts, estates, businesses, and defined contribution plans by providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages over $544 million in assets and employs a globally diversified investment approach grounded in fundamental security analysis.

Retirement plans for business owners (SEP, solo 401k)

Steven C

CFA®, Series 63, Series 65, Series 66

Overland Park, KS

Providence Financial Advisors, LLC

Steven Cox is a CFA® charterholder with 22 years of industry experience and has been with Providence Financial Advisors, LLC since 2003. He holds Series 63, Series 65, and Series 66 licenses and is based in Overland Park, Kansas. Providence Financial Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm manages approximately $544 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory, utilizing fundamental security analysis along with mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k)

Steven C

Series 66

Overland Park, KS

Providence Financial Advisors, LLC

Steven Cox Jr. is a financial advisor at Providence Financial Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Providence Financial Advisors since 2019 and previously at Prairie Capital from 2011 to 2020. Providence Financial Advisors, LLC provides individualized portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm emphasizes globally diversified portfolios using fundamental security analysis and both discretionary and nondiscretionary management approaches.

Retirement plans for business owners (SEP, solo 401k)

Evan L

Series 65

Overland Park, KS

Providence Financial Advisors, LLC

Evan Lange is a financial advisor at Providence Financial Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Providence Financial Advisors, he worked for ten years at Servant Foundation (dba The Signatry). He is also the owner of Five Star Legacy, LLC, a charitable consulting firm based in Lee’s Summit, MO. Providence Financial Advisors provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm manages over $544 million in client assets and employs a globally diversified investment approach using fundamental security analysis and a mix of mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k)

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