What does ProVise Management Group, LLC do?

ProVise Management Group, LLC. is a fee-based financial planning and investment management firm based in Clearwater, Florida, with an additional office in Tampa. Established in 1988, the firm has over three decades of experience in wealth management and is registered in 26 states across the U.S. ProVise is owned by Kestra Financial, Inc. and serves a diverse clientele, including individuals, families, trusts, estates, and institutional clients, managing approximately $1.9 billion in assets across nearly 3,900 accounts. The firm offers a wide range of personalized financial services, including financial planning, investment management, wealth management, retirement planning, and estate planning. ProVise is also recognized for its commitment to ESG investing, integrating sustainable practices into its investment strategies. With a team of around 17 financial advisors, ProVise focuses on building lifelong partnerships with clients to help them achieve financial freedom and secure their lifestyles.