Our Approach

Retirement Planning

It’s never too soon—or too late—to start preparing for the future.

Our Approach
The ProvistaPlan
Financial Planning
Asset Management
Tax & Estate Planning
Retirement Planning
Insurance

Your next big adventure should be worry-free.

Saving and investing for retirement evolves with you through market fluctuations and as you age, change jobs, and grow your family. No matter where you are in your journey, we’ll be beside you every step of the way.

Start Planning Today
Clarke Smith Advising

Our advisors will guide you through understanding your options and deciding which solutions are best for you and your family.

STRATEGIC RETIREMENT PLANNING
The freedom to retire on your terms
Regular check-ins with your advisor to ensure you’re on track
Derek Oglesby and Brandon Long

A comprehensive plan provides the security you need to enjoy your retirement.

At Provista Wealth Advisors, we will help you estimate the funds you need for a comfortable retirement, then craft a strategy to minimize taxes, protect your income, and create cash-flow that lasts.

  • Individual stocks and bonds
  • Mutual funds
  • Individual retirement accounts (IRAs)
  • Employer retirement options
  • Profit-sharing plans
  • Employee stock ownership plans
  • 401(k), 403(b), and 457 plans
  • Social security benefits
Jason Buckley Headshot

Provista is a wealth management firm that seeks to understand our clients' goals and what's important to them, and provide them a pathway to achieve those.

Jason Buckley,
Partner & Director of Client Experience
FAQs
Can I retire now, or should I wait?

This question can bring a lot of anxiety, but rest assured, we can create a retirement plan to give you peace of mind, no matter where you are on your journey. We can help you understand whether retiring now or in the future, or even looking at a job change or part-time retirement is attainable without worrying you'll run out of money. We do this by utilizing our sophisticated financial planning tools along with our experienced Provista financial planners.

How do I know I am saving enough to retire?

We help you understand what an ideal retirement life looks like for you, from the big picture to the everyday essentials. We start with determining your purpose and mission. Then we help you think through things you'll face in retirement that are often overlooked. From there, we'll incorporate a savings strategy as we develop and implement your financial plan.

How do I determine where I get my income from in retirement?

Identifying where to get your income is crucial to the longevity of funding your goals. Through our comprehensive financial planning process, we help identify tax-efficient distribution plans for retirement. We identify gaps in your current plan and build a roadmap to generate the income you need to fund your lifestyle.

Ready to Plan?
Let’s Talk.
Schedule an Appointment
Rest assured. We have a plan.

Check the background of this firm on FINRA’s BrokerCheck. Member FINRA/SIPC. 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Provista Wealth Advisors is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Provista Wealth Advisors and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. Investor Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

The information provided by Provista Wealth Advisors (“we,” “us” or “our”) on ProvistaWealth.com (the “Site”) is for general informational purposes only. All information on the Site is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability or completeness of any information on the Site.

Under no circumstance shall we have any liability to you for any loss or damage of any kind incurred as a result of the use of the site or reliance on any information provided on the site. Your use of the site and your reliance on any information on the site is solely at your own risk.

The Site may contain (or you may be sent through the Site links to other websites or content belonging to or originating from third parties or links to websites and features in banners or other advertising. Such external links are not investigated, monitored, or checked for accuracy, adequacy, validity, reliability, availability or completeness by us.

We do not warrant, endorse, guarantee, or assume responsibility for the accuracy or reliability of any information offered by third-party websites linked through the site or any website or feature linked in any banner or other advertising. We will not be a party to or in any way be responsible for monitoring any transaction between you and third-party providers of products or services.

The Site cannot and does not contain financial advice. The financial information is provided for general informational and educational purposes only and is not a substitute for professional advice.

Accordingly, before taking any actions based upon such information, we encourage you to consult with the appropriate professionals. We do not provide any kind of financial advice. The use or reliance of any information contained on this site is solely at your own risk.

The Site may contain testimonials by users of our services. These testimonials reflect the real-life experiences and opinions of such users. However, the experiences are personal to those particular users, and may not necessarily be representative of all users of our products and/or services. We do not claim, and you should not assume, that all users will have the same experiences. Your individual results may vary.

The views and opinions contained in the testimonials belong solely to the individual user and do not reflect our views and opinions.

*Note: While Provista Wealth Advisors does not provide specific tax or legal advice, our financial planning role in the implementation process is to help clients target potential mistakes and/or oversights that may then be addressed with your estate planning attorney or CPA.

Terms and Conditions  •  Privacy Policy  ©2024 Provista Wealth Advisors. All rights reserved.

Terms and Conditions of Use

By accessing the www.provistawealth.com website (the “Website”), you agree to be legally bound by the following terms and conditions.

No Offer

The information contained in the Website is not intended to constitute an offer to sell or the invitation or solicitation of an offer to buy any product or service or security by any company described or referred to in the Website and must not be relied upon in connection with any investment decision. You should rely solely on your own investigation regarding any investment decision and should seek competent professional advice.

Use of the Website

As a condition to your use of the Website, you will not, directly or indirectly: (a) use the Website to infringe upon the intellectual property rights of others; (b) use the Website or make any attempt to penetrate, modify or manipulate the Website to invade the privacy of any other user thereof; (c) attempt to modify, erase or damage any information contained on the Website or any device connected thereto; (d) reverse engineer any portion of the Website; (e) restrict or inhibit others from using the Website; (f) engage in conduct or distribute material that is harmful, obscene, otherwise illegal or objectionable, or gives rise to civil or criminal liability; (g) spoof or otherwise impersonate any individual or entity; or (h) violate or attempt to violate the security or integrity of the Website. Provista Wealth Advisors (“Provista”) reserves the right to investigate and involve and cooperate with law enforcement authorities, and to pursue a lawsuit or criminal prosecution, for any alleged or actual harmful or illegal activities involving the Website. Provista reserves the right, at any time, to modify or discontinue, temporarily or permanently, the Website, with or without notice. Provista reserves the right to modify these terms and conditions at any time. You should visit the Website periodically to review the current terms and conditions. The Website is not intended for use by minors.

Access Subject to Local Restrictions

The Website and all information and functionality contained within it are not directed at or intended for use by any person resident or located in any jurisdiction where (a) the distribution of such information or functionality is contrary to the laws of such jurisdiction or (b) such distribution is prohibited without obtaining the necessary licenses or registrations.

No Warranty

No member of Provista makes any representation or warranty as to the accuracy, reliability, or completeness of the information contained in the Website (the “Information”) nor as to the appropriateness of the Information for any use which any recipient may choose to make of it and accepts no responsibility for updating any part of the Information or for correcting any material error or omission which may become apparent after Information has been displayed on the Website. Except insofar as liability under any statute cannot be excluded, Provista nor any of its directors, employees, and consultants accept any liability (whether arising in contract, or tort, or negligence or otherwise) for any error, omission, or misrepresentation in relation to the Information or for any loss, damage, cost or expense (whether direct, indirect, consequential or otherwise) suffered by the recipient of this Information or any other person as a result of any use of or reliance upon any Information or statement of any kind (including statements of fact or opinion) contained herein. All content on the Website is provided "as is,” with no guarantees of completeness, accuracy, or timeliness, and without representations, warranties, or other contractual terms of any kind, express or implied. Provista does not represent or warrant that the Website, any services provided through the Website, and/or any information or other material contained within or downloaded from the Website, will be accurate, current, uninterrupted, error-free, omission-free, or free of viruses or other harmful components.

Copyright and trademark protection

The copyright and all other rights in all the material on the Website are owned by Provista Wealth Advisors. No commercial use, resale, or exploitation of material from the Website is permitted without the express written permission of Provista and any other applicable copyright owners. You may copy material on this website for your own private or domestic use only. All other copying is prohibited. Unauthorized use may constitute an infringement of the relevant owner's rights.

External websites

The Website may contain links to third-party websites. Provista is not responsible for the security or content of any third-party websites.

External links to the Website

All links to the Website must be approved in writing by Provista Weatlth Advisors except the Provista consents to links in which: (i) the link is a text-only link containing only the name “Provista Wealth Advisors”, (ii) the link points only to www.provistawealth.com and not deeper pages; (iii) when activated by a user, the link displays that page full screen in a fully operable and navigable browser window and not within a frame on the linked website; and (iv) the appearance, position and other aspects of the link neither creates the false appearance that an entity or its activities are associated with or sponsored by the Provista nor damages or dilutes the goodwill associated with the Provista's name or trademarks. Provista Wealth Advisors reserves the right to revoke this consent to link at any time.

Privacy

You acknowledge that any information provided to Provista in connection with the use of the Website may be used by any member of the Provista for its own purposes and may be released by any member of Provista to third parties as reasonably required. This includes, but is not limited to, where any member of Provista is required to release information as a result of the law or regulatory order, or in connection with its or their own analysis. Read our Data Privacy Notice.

Severability Clause

To the extent that any provision of these terms and conditions is found by any competent court or authority to be invalid, unlawful, or unenforceable in any jurisdiction, that provision shall be deemed not to be part of this disclaimer but such finding shall not affect the validity, lawfulness or enforceability of the remainder of these terms and conditions in that jurisdiction, nor shall it affect the validity, lawfulness or enforceability of these terms and conditions in any other jurisdiction.

Privacy Policy

Privacy & Security

This website, provistawealth.com, is owned and operated by Provista Wealth Advisors. We are strongly committed to protecting the privacy of our website users. The intent of our privacy policy is to inform you, the user, about the information that we may collect about visitors to our site, how we use that information, and about our disclosure practices.

Provista is committed to high standards that require honesty, integrity, and fairness. Provista will collect no personal information about you unless you choose to provide that information to us. We do not use techniques that collect personal information about you without your knowledge. You have the right to decline to have any information collected or transferred for marketing purposes.

What Happens To Your Personal Information?

All personal information that is collected on our website is stored in a secure location. At no time will Provista solicit personal information to third party vendors without prior consent, as we respect the privacy and confidentiality of our website visitors.

What About Spam?

Subscribers will not receive any unsolicited emails or correspondence if they have not provided Provista with prior permission. From time to time we may use email as a way to keep in touch with our Web site visitors; however, we do not send “spam” (unsolicited marketing e-mail). If you agree to receive email communications from us, every email message we send to you will include an email address to which you can respond. If at any time you decide you do not want to receive a marketing email from us, simply let us know and we will remove your name and email address from our mailing list.

When You Leave This Site

This policy discloses the privacy practices for our website. However, our site contains links to other sites. Once you link to another site, you are subject to the privacy and security policies of the new site. We encourage you to read the privacy policies of all websites you visit, especially if you share any personal information.

Security Policy

Users are prohibited from violating or attempting to violate the security of the site. By way of example, you are prohibited from (a) accessing data not intended for such user or logging onto a server or an account which the user is not authorized to access; (b) attempting to probe, scan or test the vulnerability of a system or network or to breach security without proper authorization; (c) attempting to interfere with service to any user, host or network; (d) sending unsolicited mail, including promotions and/or advertising of products or services.