About Provident Financial Management

Concentrate on your career – we’ll handle the financial aspect of your life

Established over twenty-five years ago, Provident’s clients count on us to oversee their financial affairs, make recommendations, and consult with them on all financial matters. Provident provides clients with advice and services allowing them to focus on their careers.

Our staff of qualified professionals manages clients’ day-to-day financial affairs. The Provident staff constantly assesses and anticipates client needs and industry changes to develop and implement programs to protect and enhance assets and plan for the future. When our clients rely on us to manage their assets, they receive the kind of personal attention they deserve.

What we do for you
Our expertise, in combination with access to vast resources and diverse service providers, makes us uniquely equipped to meet our clients’ financial needs. Provident has decades of experience representing successful individuals.

We listen to our clients to better understand their financial needs and goals. As part of our service, we perform a detailed analysis of our clients’ current financial position and customize a plan based on cash flow, investment portfolio, balance sheet and income tax history. Next, we formulate a strategic financial plan and assist in the implementation of the plan. We exam and maintain the plan on a regular basis to ensure adjustments are made based on changes in tax laws, the economy, specific industries and most importantly, our clients’ needs.

Combining our industry knowledge, deep resources and personalized services, we help our clients with financial analysis, tax planning and preparation, bill payment and income collection, as well as other financial services with a focus on building wealth and protecting assets.

Provident’s team approach extends to its active and coordinated efforts and communication with client lawyers, managers, agents, investment advisors and other client related professionals.

The Provident Difference

• Experience
• Sound Business Judgment
• Personalized Service
• Communication
• Business Advice & Planning
• Taxes Services
• Comprehensive Historical Tax Review
• Tax Planning
• Tax Advice
• Confidentiality

"Not everything that counts can be counted, and not everything that can be counted counts."

— Albert Einstein

About Provident Financial Management and RSM McGladrey, Inc.
Provident Financial Management is an RSM McGladrey, Inc. business. RSM McGladrey is one of the largest and most prominent accounting firms in the world. Such association provides clients with the added security of specialized accounting and tax expertise along with an overall emphasis on integrity, excellence of work product and high standards of performance.