Helping You Build What Matters Most
Worried about your financial situation
Can't seem to get your debt under control
Concerned that your financial life doesn't reflect your values
Need a plan for the future
What We Do
Your Story
At Provident Oak Financial, LLC, we believe financial planning is more than numbers; it’s stewardship. Our planning process begins with understanding your story, your goals, values, and vision for legacy.
Unlike conventional firms that may overlook the deeper dimensions of family life, we prioritize what truly matters.
Whether your househ
At Provident Oak Financial, LLC, we believe financial planning is more than numbers; it’s stewardship. Our planning process begins with understanding your story, your goals, values, and vision for legacy.
Unlike conventional firms that may overlook the deeper dimensions of family life, we prioritize what truly matters.
Whether your household is expanding, maturing, navigating transitions, or seeking to align your financial life with your faith, we’re here to walk with you, faithfully and intentionally.
Organization & Planning
Once your financial goals and values are clearly defined, we then craft a personalized strategy that integrates biblical stewardship with practical wisdom across four key areas: Investing, Insurance Solutions, Financial Coaching, and Comprehensive Planning.
Recommendation & Implementation
Recommendation & Implementation
Our recommendations are designed to reflect your unique life stage, priorities, and spiritual convictions.
We then walk with you through implementation, coordinating investments, insurance solutions, and financial strategies with clarity and care. Every step is guided by Proverbs 16:3: “Commit to the Lord whatever you do, and He will estab
Our recommendations are designed to reflect your unique life stage, priorities, and spiritual convictions.
We then walk with you through implementation, coordinating investments, insurance solutions, and financial strategies with clarity and care. Every step is guided by Proverbs 16:3: “Commit to the Lord whatever you do, and He will establish your plans.”
Our goal is not just execution, but empowerment, ensuring your financial decisions are aligned, actionable, and enduring.
At every stage, our goal is to help you build a legacy rooted in clarity, conviction, and biblical truth.
Our Mission
At Provident Oak Financial LLC, we believe financial success begins with values. We offer personalized guidance rooted in conviction, crafting transparent, trust-driven strategies for growth, security, and legacy—empowering clients to turn financial goals into lasting impact.
Values-Based Investing
Have you ever wondered if you are compromising your values and beliefs in your investment portfolio? Baby Boomers and Millennials alike are finding that you don’t have to make that sacrifice to have a successful investment strategy. Whether you’re socially or environmentally conscious, there may be a plan for you. With a few simple questions, we can help you clarify what matters most to you and analyze your investments to see if they align. These questions are the first step in helping you create an investment portfolio that you can be proud of. With over 10 years of experience in Values-Based Investing, we’ve helped our clients establish a successful investment strategy without sacrificing what matters most to them.
If you’d like to find out if your investments align with your values, click the button below and let us know.
Let's get started!
Ready to get started with a free consultation? Start with this simple questionnaire!