PROVIDENCE FINANCIAL ADVISORS, LLC
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About the firm
Providence Financial Advisors is a fee-only firm serving clients in the Kansas City region and beyond, offering Total Wealth Management, Investment Management, and Financial Planning. They employ Chartered Financial Analyst® Charterholders and conduct in-house investment research to craft personalized strategies tailored to each client's unique goals and risk profile.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Total Wealth Management, Investment Management, and Financial Planning, delivered as a fee-only, independent advisory firm that does not sell products or work for brokers or third parties.
Who they serve
Clients in the Kansas City region and beyond, with each client treated as unique regardless of portfolio size.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 117 | $37M |
| High Net Worth Individuals | 58 | $147M |
| State/Municipal Entities | 11 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROVIDENCE FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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