Provista Wealth Advisors
Provista Wealth Advisors is an independent South Carolina-based registered investment advisory firm serving individuals, families, and business owners across Upstate South Carolina with comprehensive financial planning, asset management, tax, estate, retirement, Medicare, and exit planning services delivered through the eMoney platform and the Kestra affiliate network.
- Company typePrivate
- Founded-
- HeadquartersGreenville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Provista Wealth Advisors does
Provista Wealth Advisors is an independent, privately-held registered investment advisory firm headquartered in Greenville, South Carolina, with a second office in Powdersville. The firm offers a comprehensive suite of wealth management services across the full client lifecycle, including financial planning, asset management, tax and estate planning, retirement planning, insurance analysis, Medicare planning, and specialized exit planning for business owners. All services are delivered through a consultative, high-touch relationship model, where clients engage via scheduled in-person or virtual meetings and an online 2-minute assessment as the initial lead capture.
The firm's core planning technology is the cloud-based eMoney platform, which supports goal-setting, cash flow analysis, scenario planning, and account aggregation for client portfolios. Securities are offered through Kestra Investment Services, LLC (member FINRA/SIPC), and investment advisory services are delivered through Kestra Private Wealth Services, LLC, making Provista a member firm of the Kestra IBD/IA platform rather than a captive broker-dealer. The firm additionally partners with Move Health (Christine Simone) to integrate Medicare and healthcare planning into client financial plans.
Commercially, Provista generates revenue via fee-based, subscription-style advisory relationships billed annually, with no publicly disclosed fee schedule. Its go-to-market is relationship-driven and content-led: weekly Friday email newsletters, an extensive blog, a video library on Vimeo, and downloadable guides drive top-of-funnel awareness, while referrals and community presence in Upstate South Carolina support conversion. Customer segments are primarily individuals and families across life stages, with a secondary focus on business owners requiring succession, exit, and wealth transfer planning; the firm explicitly segments horizontally across these personas and does not serve enterprise accounts or operate outside the United States.
Provista Wealth Advisors firmographics
Firmographics- Name
- Provista Wealth Advisors
- Legal name
- Provista Wealth Advisors
- Website
- https://provistawealth.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Provista Wealth Advisors is an independent South Carolina-based registered investment advisory firm serving individuals, families, and business owners across Upstate South Carolina with comprehensive financial planning, asset management, tax, estate, retirement, Medicare, and exit planning services delivered through the eMoney platform and the Kestra affiliate network.
- Ownership category
- akta.pro rank
Provista Wealth Advisors industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Tax-Focused Wealth Management RIAs (FSAAACAD), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Provista Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Greenville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Provista Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: Fee-based investment advisory services offered through Kestra Private Wealth Services, LLC. The firm provides comprehensive financial planning, asset management, retirement planning, tax strategies, and estate planning consultation. Revenue is generated through advisory fees for personalized wealth management services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory services - specific pricing not publicly disclosed |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Provista Wealth Advisors product offering
Product offeringCore offering
Provista Wealth Advisors is an independent financial advisory firm that provides personalized wealth management services to individuals, families, and business owners. The firm delivers comprehensive financial planning, asset management, tax and estate planning, retirement planning, insurance analysis, Medicare planning, and business exit planning, unified under its proprietary ProvistaPlan methodology and supported by the eMoney financial planning platform. Securities are offered through Kestra Investment Services, LLC and investment advisory services through Kestra Private Wealth Services, LLC.
Product overview
Provista Wealth Advisors is an independent financial advisory firm offering a comprehensive suite of wealth management services. The core offerings include Financial Planning, Asset Management, Tax & Estate Planning, Retirement Planning, and Insurance services, unified under their proprietary ProvistaPlan methodology. The firm also provides specialized services including Medicare Planning, Exit Planning for business owners, and a library of educational downloadable resources and videos. Services are delivered through their eMoney-powered planning platform and are supported by a partnership with Kestra Investment Services and Kestra Private Wealth Services for securities and investment advisory capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Asset Management
- Tax & Estate Planning
- Retirement Planning
- Insurance
- The ProvistaPlan
- Medicare Planning
- Exit Planning
Companies that use Provista Wealth Advisors
Customer profileSegments2 records
Ideal customer profiles2 records
Provista Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Provista Wealth Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor and core.
- Move Health (Christine Simone)minorMove Health is a healthcare planning partner that works with Provista Wealth Advisors to help clients navigate Medicare enrollment, compare plans, review costs, and make informed healthcare choices. Christine Simone of Move Health has been featured in Provista's video content explaining Medicare Part D, Medicare Advantage vs. Original Medicare, and healthcare planning integration with financial plans. The partnership helps ensure healthcare costs fit seamlessly into clients' financial plans.
- Kestra Investment Services, LLCcoreSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Provista Wealth Advisors is a registered investment advisory firm that operates as a member of Kestra Private Wealth Services, an affiliate of Kestra IS. This is the primary distribution and custodial relationship for investment products and securities.
- Kestra Private Wealth Services, LLCcoreInvestment advisory services offered through Kestra Private Wealth Services, LLC. Provista Wealth Advisors is a member firm of Kestra Private Wealth Services, an affiliate of Kestra IS. This affiliation provides the regulatory framework and custodial infrastructure for the firm's advisory services.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Provista Wealth Advisors competitors and assessment
Company assessmentOthers
- Cambridge Investment Research: Independent broker-dealer with an affiliated RIA platform supporting independent financial advisors. Comparable to Provista insofar as both operate inside the independent-contractor wealth advisory ecosystem, with the broker-dealer providing custody, compliance, and platform services.
Direct peers
- Buckingham Strategic Wealth: Independent, fee-only RIA focused on evidence-based financial planning for individuals and families. Comparable to Provista because both are financial-planning-led RIAs operating on a fiduciary, fee-based model with a similar target client profile.
- Modera Wealth Management: Mid-sized independent RIA providing comprehensive financial planning, tax, and investment management to individuals and small-business owners. Comparable to Provista because both are independently owned, planning-centric RIAs of similar size and scope.
Emerging players
- Facet Wealth: Digital-first fee-only RIA providing financial planning and investment management to a national client base. Comparable to Provista as both are independent, fee-based advisory firms organized around comprehensive financial planning, though Facet delivers it via a virtual, technology-led model.
Regional players
- Commonwealth Financial Network: Independent broker-dealer/RIA platform supporting affiliated advisor firms with compliance, technology, and back-office infrastructure. Comparable to Provista because Provista operates under a similar affiliation model with Kestra, using the parent as regulatory and operational backbone.
Broad incumbents
- Edelman Financial Engines: Large independent RIA combining financial planning and investment management for individuals and business owners. Comparable to Provista as both emphasize financial planning alongside investment management under a fee-based fiduciary model.
- Mercer Advisors: National RIA offering comprehensive wealth management, tax, and estate planning to individuals and families. Comparable to Provista given the shared full-service financial planning model and emphasis on integrated investment and tax services.
- Carson Wealth: National independent RIA and wealth management firm with a strong advisor-support platform and full-service planning. Comparable to Provista as both are independent RIA firms with multi-service planning and a relationship-driven offering for individuals and business owners.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive financial planning, investment management, tax, and estate services nationally. Comparable to Provista because both are independent, fee-based wealth managers organized around holistic planning rather than product brokerage.
- Creative Planning: Large independent, fee-only RIA serving individuals and business owners with comprehensive financial planning, tax, and estate services. Comparable to Provista as both deliver holistic, fee-based planning under a fiduciary model with broad service coverage.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Provista Wealth Advisors social profiles
Digital presenceProvista Wealth Advisors compliance and trust
Trust signalCompliance2 records
Provista Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Provista Wealth Advisors leadership team
Management profileNumber of profiles
Profiles5 records
Provista Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Provista Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Provista Wealth Advisors
What does Provista Wealth Advisors do?
Provista Wealth Advisors is an independent financial advisory firm that provides personalized wealth management services to individuals, families, and business owners. The firm delivers comprehensive financial planning, asset management, tax and estate planning, retirement planning, insurance analysis, Medicare planning, and business exit planning, unified under its proprietary ProvistaPlan methodology and supported by the eMoney financial planning platform. Securities are offered through Kestra Investment Services, LLC and investment advisory services through Kestra Private Wealth Services, LLC.
Is Provista Wealth Advisors a public or private company?
Provista Wealth Advisors is a private company. It is classified as unknown and is currently operating.
When was Provista Wealth Advisors founded?
Provista Wealth Advisors was founded in -1. It employs 1 to 10 people.
Where is Provista Wealth Advisors based?
Provista Wealth Advisors is headquartered in Greenville, United States, in the North America region.
How does Provista Wealth Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Provista Wealth Advisors's main competitors?
Cambridge Investment Research is listed as an others. Direct peers are Buckingham Strategic Wealth and Modera Wealth Management. Facet Wealth is listed as an emerging player. Commonwealth Financial Network is listed as a regional player. Broad incumbents are Edelman Financial Engines, Mercer Advisors, Carson Wealth, Mariner Wealth Advisors and Creative Planning.
Does Provista Wealth Advisors have an API?
No public API is recorded for Provista Wealth Advisors.
What industry is Provista Wealth Advisors in?
Provista Wealth Advisors's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.