Nicholas  Vantrease,  CFP<sup>&reg;</sup> - Financial Advisor

Nicholas Vantrease, CFP®

Managing Member, Wealth Advisor

Provident Wealth, LLC

PO Box 24534
Knoxville, TN 37933
FINANCIAL ADVISOR'S WEBSITE
(865) 292-2540 CONNECT WITH Nicholas
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General

Nicholas Vantrease is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Provident Wealth, LLC in Knoxville, TN and the surrounding communities.

Financial Advisor Overview

Fee-only fiduciary financial planner providing ongoing financial planning and investment management services. Helping you work towards and achieving your personal goals.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Stocks & Bonds, Life Planning, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources