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Have questions about your retirement, taxes, or income plan? Reach out anytime—we're happy to help!
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Share a bit about your situation and the questions on your mind.
Our FAQs
Here are some of the most common questions people ask before they start working with Provision.
Do you manage investments, or just create a plan?
We do both. We engineer your retirement income plan and manage the underlying investments, which are held at Charles Schwab, so your portfolio, income, and taxes all work together.
Are you a fiduciary?
Yes. As a fee-only fiduciary, we’re required to act in your best interest at all times.
How are you paid?
We’re a fee-only firm, which means we’re paid directly by clients through a transparent planning fee and investment management fee—no commissions or product sales.
Do you only work with clients in Maryland?
No—while we’re based in Maryland, most of our work is done virtually, so we can serve retirees across the U.S. with secure video meetings and online tools.
What should I expect in our first meeting?
We’ll learn about your situation, answer your questions, and walk through a high-level overview of our retirement-focused process.
Is there a minimum amount of assets required?
We’re typically the best fit for households with at least $750k in investable assets, since that’s where retirement income, tax, and Social Security strategy can add meaningful value.
How are you different from other financial advisors?
Our work goes beyond investments—we focus on coordinated retirement income, multi-year tax planning, and long-term decision-making.
How do you invest my money?
Investment decisions are driven by your retirement plan, with a focus on supporting income needs, managing risk, and meeting long-term goals.
Book a Free Assessment Today
We’ll have a relaxed chat focused on you and your goals, talking through what you’re aiming for and how we can help make it happen!
Our calls are always stress and pressure free!
