About Us

Everything we do starts with YOU. We would not exist if it weren't for you and our great team. Our ultimate goal is to empower YOU to achieve all you can, with confidence and clarity.

Our history starts in a leading Tennessee community bank trust division in 2007. As fee-only fiduciaries, Provident Wealth, LLC was founded in 2017 with a sole focus on client financial success. With years of experience in the industry, our team of skilled professionals combines expertise with a commitment to personalized service, ensuring that every client receives the attention and guidance they deserve.

Simply put, we believe that happy team members create happy clients. With happy team members, we can deliver YOU service excellence.

Meet the Team

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Nick Vantrease, CFP®, CPWA®, RICP®

Principal, Wealth Advisor

See Nick's background below.

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Abigail B.

Operations Specialist



Welcome note from Nick Vantrease, founding team member

Hi, I'm Nick. Welcome to Provident Wealth, LLC. We are passionate about helping people and organizations achieve their financial goals. Provident Wealth is built upon relationships. We go the extra mile to ensure every detail is covered in an approach that is respectful, caring and founded on the utmost integrity. The Provident Team loves helping people be confident in their financial life. Whether you’re still building your wealth or are in retirement, we are dedicated to creating straightforward solutions that prepare for the kind of future you envision. We collaborate with you so you can dream big and live your best life.

Let's connect to see how Provident Wealth can steward your wealth!

I look forward to talking with you.

-Nick

Contact



More about Nick

Prior to founding Provident Wealth in 2017, I worked for a decade 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.

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