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Honoring God through serving others.

“This is our founding principle. We strive to make this the cornerstone of our service to our clients and our community. From our Client Service Model to our interactions with our community; Our goal is to show everyone the care and respect they deserve.”

–Nelson Negron Jr.
President and Wealth Management Advisor
Provident Oak Financial, LLC.

“As each has received a gift, use it to serve one another, as good stewards of God’s varied grace…”1 Peter 4-10

WHY PROVIDENT OAK?

We provide you with sound advice and professional guidance every step of the way.

WHAT MAKES US DIFFERENT?

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From tackling personal decisions to reaching important milestones, our job is to guide you on the path of success. We are fueled by our commitment to excellence and go the extra mile to make sure clients are fully informed of the process, every step of the way.

You will never be just another number with Provident Oak Financial, you are a person with a story, goals, and dreams that we take the time to get to know.

You will find comfort knowing we will be with you from beginning to end.

Provident Oak Financial, LLC believes in maintaining Integrity, creating partnerships with a purpose, and always striving for significant outcomes. Contact us today for an initial consultation, and find out more about how we can tailor our services to your needs.

“Provident Oak Financial, LLC believes in maintaining Integrity, creating partnerships with a purpose, and always striving for significant outcomes. Schedule an appointment with us today for an initial consultation”

MEET THE TEAM

To learn more about Nelson and Rhiannon click here to see where they were featured in VoyageHouston’s magazine.

Nelson's Bio

Nelson puts his passions to work in and out of the office. As a father of a child with Autism, his greatest role is as an advocate for his clients as well as other families dealing with similar disabilities. His son’s disability has become a source of inspiration to help other families.

With this experience, he has accrued the knowledge necessary to provide clients with leadership during critical financial transitions as well as provide guidance through making major financial decisions. Nelson firmly believes that it is imperative to build trust with clients to help them identify, communicate and pursue their financial goals. He’s more than just an advisor; he’s a friend.

Nelson will provide them with top-tier customer service and cater to their individual needs, Nelson, advocates for the client, and his personal mission is to ensure that all clients receive financial mentorship personalized to their specific needs, whether it is planning for retirement and distributions or recommending investment platforms all while providing a “White-Glove” level of service.

Some of the services that Nelson offers and/or specializes in but is not limited to are the following:

  • Financial Planning
  • Wealth Management
  • Customized Retirement and Investment Solutions
  • (401k) Rollover Services
  • College Planning
  • Special Needs Planning
  • Values-Based Planning

Rhi's Bio

As CEO, Rhiannon is often the first point of contact for new and prospective clients, new business partnerships, and our surrounding communities. She also facilitates the ongoing management of every client relationship as well as the ongoing vision and mission of Provident Oak Financial, LLC.

“I feel my most important strength and specialty is having the skill set and knowledge to address issues associated with special needs families. I want to share all the information I have learned over the past sixteen years with our special needs sons,” says Rhiannon. Rhiannon also does a great deal of work in the non-profit arena where she helps to empower Women Business Owners to be successful. Rhiannon helped found Provident Oak Financial LLC. after leaving her nursing career to be a homeschool mom. “My primary goal is to make clients feel secure in knowing that their needs and wishes are not only heard but addressed promptly. I want them to know that if I don’t have the answer, I will do my very best to find it for them,” says Rhiannon.

Rhiannon grew up in a small town in Northern Michigan where she developed her love for the outdoors. She loves camping, and fishing, and has hunted with her dad for as long as she can remember.

In her spare time, Rhiannon enjoys being a wife and mother of three very busy teen boys. She loves cooking, baking, traveling, chocolate, coffee, IndyCar racing, and the Astros. She also enjoys working alongside her husband as they remodel their newly purchased fixer-upper in League City, Texas.

Active in her community, Rhiannon volunteers at her church and is an active member of the Clear Lake Chamber of Commerce.