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Owning a Business

Whatever your financial priorities are as a business owner, Provence Wealth Management has the resources, experience and customized financial planning process to address your unique situation and goals. Working with us, you'll have access to an integrated and comprehensive portfolio of financial planning services exclusively for business owners.

Available Solutions for Your Business
The products and services available from Provence Wealth address your needs through stages of your business's life cycle.

  • Managing taxes: Income tax planning for your business requires constant attention. As your goals and financial situation change, so will the strategies for managing your taxable income. A financial advisor can help you keep your financial plan aligned with your current needs.
  • Retirement plans and employee benefits: These are often a key factor in employee attraction and retention. From customized executive benefits to workplace financial planning services, we can work with you to develop a benefits strategy that fits your employees' needs.
  • Business succession planning: If at some point in the future you are interested in selling your business or transitioning it to a family member, employee, or other person, we can help you develop a succession plan to help protect you and your business financially.
  • Business protection: Together, we can design a protection plan for your business in the event of a disruption such as the departure or disability of an owner or key employee.
What to expect
Using our distinctive financial planning approach, your Provence Wealth advisor can help you define your dreams, develop a plan tailored to your needs and track your progress along the way. Our integrated, comprehensive approach to financial planning will address your business and personal financial goals, freeing up more of your time to focus on your business.


Neither LPL Financial nor its affiliates or representatives may provide tax or legal advice. Consult your tax advisor or attorney regarding specific issues.

Throughout your financial planning relationship, you can count on a continuous level of support, even though you may work with different advisors over time as circumstances dictate.