our Firm
Our firmServing you since 2016
Founded by father-son duo Ian and Mark Massey, Providence Wealth Planning was formed to help their clients reach financial success. For the Masseys, starting a financial planning firm in 2016 meant realizing an opportunity to change their own financial family tree. At the heart of all of their decisions, the families they serve always remain the top priority of the business.
Providence Wealth Planning offers securities and advisory services through Osaic Wealth, a broker/dealer that supports more than 20,000 advisors. Osaic's platform offers the freedom to be independent and provide our clients with customized advice. As fiduciaries when acting in an advisory capacity, we are bound to offer advice in your best interests.
Our Mission
To become and be an irreplaceable force in the lives of our clients, colleagues and families; to provide memorable and exceptional guidance and service to our clients; and to always make a positive impact on the lives of others.
Our Core Values
Honesty. Professionalism. Heart.
Our Approach
We get to know our clients as people. We seek to understand their needs and offer sophisticated solutions presented clearly. We are here to help you create a success story for your family.
Let's create something great
We would love to get to know you better and start helping you on your path to financial success.