FT. LAUDERDALE, FL – April 18, 2019 – Provenance Wealth Advisors’ Chief Investment Officer Todd Moll, CFP®, CFA, has been named to the Financial Times annual list of the top 400 financial advisors in the country for the fourth year. Financial Times ranks advisors with more than 10 years of experience and $300 million or […]

In this episode the relatable finance guys share tips on setting long and short-term goals.

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FT. LAUDERDALE, FL – April 1, 2019 – Provenance Wealth Advisors today announced that it has been named by InvestmentNews Magazine as one of the country’s Best Places to Work for Financial Advisors. The program features a survey of all firm employees and completion of a questionnaire which asks questions about culture, leadership, career opportunities […]

FT. LAUDERDALE, FL – March 20, 2019 – Provenance Wealth Advisors announced that Barron’s has named the firm’s chief investment officer Todd Moll, CFP®, CFA, to its annual list of top 1,200 financial advisors in the country for the fifth consecutive year. Moll ranked No. 18 on the list of Florida advisors. The annual ranking […]

A power of attorney is a legal document in which you grant to someone else the authority to oversee your financial affairs and make prudent decisions on your behalf if and when you are unable to do so on your own.  Those decisions could be as mundane as paying household bills during a temporary period […]

FT. LAUDERDALE, FL – Feb. 27, 2019 – Forbes has published its annual list of top financial advisors in the country and Provenance Wealth Advisors’ that Chief Investment Officer Todd Moll, CFP®, CFA, is among the honorees. Forbes ranks advisors based on research from SHOOK and includes in-person interviews, industry experience, community involvement, client retention […]

As college athletes hit the fields and the courts to showcase their talents in advance of the 2019 draft season, they and their family members should also spend some time planning for how they can best manage and protect the windfall of money that will be heading their way when they go pro. Professional athletes’ […]

In addition to our recent market update, we wanted to share additional material from our custodian and strategic partner Raymond James.  In volatile times it is always good to hear different points of view, and we feel this is worthy of getting out to our clients. October commentary If you have questions, please contact your […]