Providence Legacy Advisors LLC
SEC RegisteredPurpose-driven financial advice, built on values and vision.
About the firm
Providence Legacy Advisors is an investment advisory firm committed to helping individuals, families, and institutions align their wealth with what matters most.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning integrating retirement goals, tax strategies, estate considerations, education funding, and risk management; investment management with diversified asset allocation, portfolio oversight, and tax-efficient strategies; and consulting services including outsourced CFO support, business modeling, and strategic financial analysis.
Who they serve
Individuals, families, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 5 | $47M |
3 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 2, 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 Legacy 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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