ProVise Management Group LLC

ProVise Management Group LLC is a fee-based financial planning and investment management firm based in Clearwater, Florida. Founded in 1986, the company has grown to employ 35 people and generates $5.4 million in annual revenue. ProVise Management Group provides personalized, independent financial planning and asset management services to both individuals and institutions. Their services cater to clients throughout various life stages and encompass a range of needs. The firm emphasizes its commitment to client success, measuring its achievements by the success of its clients. ProVise Management Group operates under the principle of contributing to the financial freedom of its clientele. Securities are offered through Kestra Investment Services, LLC (Kestra IS), a member of FINRA/SIPC. Investment advisory services are provided through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS, or Provise Management Group, LLC. For more information, visit provise.com or contact their Compliance department at 737-443-2368.