This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท PNC
- Clients
- Retail
- Platforms
- Pioneer pathwayOptima signal +more
- Established Date
- 08-21-2019
- Office Locations
- 1
Office Locations
About Provision Financial Planning
Provision Financial Planning is a Towson, MD RIA focused on retirees and pre-retirees, integrating retirement income planning, Social Security timing, and multi-year tax strategy with ongoing investment management. Portfolios are implemented largely with ETFs and coordinated to help clients turn savings into a durable paycheck. The firm primarily custodies at Charles Schwab and supports held-away/alt implementation via tools like Pontera and iCapital.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT LINDSTROM
Chief Compliance Officer, Founder, Owner
- CRD
- #6539093
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,279,336 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,279,336 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $28,279,336
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,171,619,810 | 14.4% |
| Public Funds | $2,481,555,848 | 30.5% |
| Cash | $2,204,923,393 | 27.1% |
| Municipal Bonds | $2,278,149,632 | 28.0% |
| Total | $8,136,248,683 | 100.0% |