Family Business

Founded by a father-son duo, Providence Wealth Planning was formed to help families achieve their goals. For Mark and Ian Massey, starting a firm in 2016 meant realizing an opportunity to change their own financial family tree. But at the heart of all of the decisions we have made as a firm, the families we serve always remain our top priority. That is why we chose to work with LPL Financial, a broker/dealer we share with over 20,000 advisors, that allows us to be independent and truly provide our clients with customized advice. As fiduciaries when acting in an advisory capacity, we promise to treat you like family and to always look out for you.