Providence Wealth Advisors, LLC

Investment ManagementIllinois, United States2-10 Employees

Providence Wealth Advisors, LLC is a small investment management firm based in Frankfort, Illinois, operating as a wholly owned affiliate of Providence Bank & Trust. It works with clients to articulate personal financial objectives, including early retirement, education funding, weddings, or travel plans after retirement, taking time to understand individual plans and the relationships involved. The firm emphasizes a collaborative approach, inviting clients to ask questions, discuss changes, and monitor portfolio progress as part of its service.

Providence Wealth Advisors' investment products and services are independent of Providence Bank & Trust and are not FDIC insured, may lose value, are not bank guaranteed, and are not insured by any government agency. Investment advisory services are delivered by appropriately licensed representatives and are overseen by PWA. The firm notes that tools on its website, or linked calculators, are not substitutes for personalized advice, and it cautions that it does not solicit personal information via social media, directing contact through its website.

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