Providence Legacy Advisors LLC

Providence Legacy Advisors is a fee-only, privately held registered investment adviser founded in 2025 that provides comprehensive financial planning and investment management to individuals, families, business owners, foundations, and non‑profit organizations. Services described in the brochure include integrated retirement, tax, estate and education planning as well as portfolio management that can incorporate both publicly traded securities and privately held investments.

The firm’s investment approach emphasizes strategic asset allocation, diversification, and the use of low‑cost investment vehicles, with tailored model portfolios and tax‑efficient techniques such as asset location and tax‑loss harvesting. Providence combines quantitative and qualitative analysis — including macroeconomic assessment and manager evaluation — and may apply tactical tilts and regular rebalancing while integrating private company equity and debt into overall planning and risk assessment.

Distinctive features include an explicit focus on serving corporate/business clients and charitable institutions (foundations and non‑profits) alongside individual clients, and the ability to incorporate illiquid, privately held assets into regulatory AUM with ongoing valuation oversight. The firm’s principal also provides outsourced CFO and financial consulting services to businesses and non‑profits in a separate capacity, a practice disclosed as independent of the advisory firm and subject to conflict‑of‑interest mitigation through disclosure and client consent.