Financial Planning and Investment Management

Serving East Tennessee and surrounding communities.

You’ve Worked Hard for What You Have

You have devoted time and energy to succeed in your profession and have been diligent with your money. You prefer a responsible approach to your finances—one that is the cornerstone of our practice.

In a world full of ordinary, we work with the extraordinary. The Provident Team provides stewardship for your meaning, allowing you to focus on your ambitions.

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Provident Wealth, LLC

Thoughtfully Managing the Rewards of Your Life’s Work

As your steadfast partner, we’re here to help you protect what you’ve earned, grow your wealth, and remain prepared for your future.

Here’s How We Help:

Organize Your Finances

Our goal is to simplify your finances, so every part is oriented towards a purpose you define. We believe in purposeful and efficient planning, supported by our commitment to technology.

Provide Ongoing Guidance

Your success over time is our focus. Through building a long-term relationship together, an intimate understanding of your life helps us best advise you as decisions arise through your life.

Adhere to a Fee-Only Structure

We do not sell products nor collect commissions but instead are paid for the work we do. This means that you’ll receive guidance tailored to your situation. We value transparency; you'll always know what you pay.

Extend Personal Partnership

As an independent firm, there's no need to go through management to make decisions or burden you with a phone maze or call center. We've removed the noise found in most companies. With Provident Wealth, you get proactive, responsive and personal service.

Ready to Learn More?

GET TO KNOW OUR FIRM

Discover Provident Wealth

Dedicated to Helping You Plan with a Purpose

Nick Vantrease, CFP®, CPWA®, RICP®

PRINCIPAL AND WEALTH ADVISOR

Hi, I'm Nick. Welcome to Provident Wealth, LLC. I'm passionate about helping people and organizations achieve their financial goals. Provident Wealth is built upon relationships. I go the extra mile to ensure every detail is covered in an approach that is respectful, caring and founded on the utmost integrity. I love what I do in helping people be confident in their financial life.

Experience prior to founding Provident Wealth, LLC:

For nearly a decade, I worked under the mentorship of Knoxville entrepreneur and philanthropist Jim Clayton. I served in a variety of trust and investment capacities for one of the nation's top-performing community banks. There, I led the Trust division, overseeing all aspects including the team, trust planning and administration, portfolio construction and management, research and investments, operations, and technology.

My philosophy is that I am a lifelong learner, absorbing all I can in the financial world. I believe this is how I can best serve you in making financially wise decisions that help you live your best life.

Licenses & Certifications:

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Retirement Income Certified Professional® (RICP®)
Certified Private Wealth Advisor® (CPWA®)
FINRA Series 65

Education:

Wealth Management Theory & Practice, Yale School of Management
Retirement Income Certified Professional® Program, The American College of Financial Services
Certificate in Financial Planning, College for Financial Planning
Master of Business Administration (MBA), University of Tennessee Martin
Certificate in Trust and Fiduciary Management, Southeastern Trust School / the Trust Education Foundation at Campbell University
Bachelors in Finance with Accounting Collateral, University of Tennessee Knoxville

Professional Organizations:

Member, Financial Planning Association (FPA) & FPA of East Tennessee
Board Member, Knoxville Estate Planning Council

Planning-Centric Solutions Designed

with Your Goals in Mind

What does financial success mean to you?

Your goals and life circumstances are unique. We get to know you, your story, and your distinct financial picture to offer guidance aligned to your needs.

The Provident Team provides stewardship for your meaning, allowing you to focus on your ambitions.

Meeting at table

Bringing Focus to Your Wealth Strategy

Whether you’re still building your wealth or retiring, we’re dedicated to creating straightforward solutions that prepare for the kind of future you envision.

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Comprehensive Financial Planning

We develop a full-fledged plan that supports your long-term responsibilities, short-term needs and overall goals. Life is more than just investments; we focus on your total financial well-being.

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Investment Management

We'll create a tax-efficient, low-cost investment strategy founded on a sound, conservative and transparent approach.

Partnering with You Along Your Journey

We'll be here to proactively monitor your progress and make adjustments that align to your needs.

LET'S GET STARTED

Instilling Confidence and Clarity in Your Financial Life

Relationship Driven

So what exactly does a relationship with us look like? The roles we fill include...

Accountability Partner

We’ll keep you on track to make advances towards your objectives, and we’ll work with you to adapt to change when life calls for it.

Project Manager

In addition to managing and overseeing your wealth, we’ll also coordinate with your tax and legal advisors as needed, driving efficiency in communication amongst your advisory team.

Dedicated Advisor

As your personal advisor, we’re committed to applying our experience, expertise, and understanding of your situation to develop solutions tailored to you.

Getting Started

Given that your needs and preferences are vastly different from the next individual and family, we offer the flexibility to tailor things like our frequency of meetings. Below is a general outline of our guiding framework:

First, let’s see if we’re a fit.

A preliminary conversation allows us both to see if we’re a good fit.

Schedule Time to Talk

Next, we’ll get you set up.

We’ll start planning and preparing for your financial future.

Then, on an ongoing basis, we’ll be here.

We’ll be here to meet with you several times throughout the year to go over your progress and make adjustments as necessary.

Bringing Ease Back to Your Financial Life

At Provident Wealth, LLC, we work with you to help transform your financial strategy into a more purposeful one with clarity and confidence. With our technology, you’ll have up-to-date access to your financial picture and investments.

Proactive communications coupled with our streamlined technology helps empower you in your financial journey.

Advice that Fits Your Needs

Financial Planning and Investment Management

Serving East Tennessee and surrounding communities.

You’ve Worked Hard for What You Have

Thoughtfully Managing the Rewards of Your Life’s Work

Here’s How We Help:

Organize Your Finances

Provide Ongoing Guidance

Adhere to a Fee-Only Structure

Extend Personal Partnership

Ready to Learn More?

Discover Provident Wealth

Dedicated to Helping You Plan with a Purpose

Nick Vantrease, CFP®, CPWA®, RICP®

PRINCIPAL AND WEALTH ADVISOR

Experience prior to founding Provident Wealth, LLC:

Licenses & Certifications:

Education:

Professional Organizations:

Planning-Centric Solutions Designed

with Your Goals in Mind

What does financial success mean to you?

Bringing Focus to Your Wealth Strategy

Comprehensive Financial Planning

Investment Management

Partnering with You Along Your Journey

Instilling Confidence and Clarity in Your Financial Life

Relationship Driven

So what exactly does a relationship with us look like? The roles we fill include...

Accountability Partner

Project Manager

Dedicated Advisor

Getting Started

First, let’s see if we’re a fit.

Next, we’ll get you set up.

Then, on an ongoing basis, we’ll be here.

Bringing Ease Back to Your Financial Life

Advice that Fits Your Needs

Connect with Us