Providence Wealth Advisors, LLC

Providence Wealth Advisors, LLC Providence Wealth Advisors is dedicated to building long term relationships based on trust, integrity and unparalleled personal service.

Welcome to Providence Wealth Advisors, LLC, a Providence Bank & Trust Company. We take the time to understand your plan and value the relationship we form together. Within our partnership, we welcome you to ask questions, discuss changes of course and to monitor the progress of your portfolio at any time. Our team of professionals, in turn, will provide answers and recommendations to build and mol

d your portfolio to fit you. Our wealth management approach combines exceptional customer service with proven investment strategies for an even better tomorrow. In addition, our services extend to provide numerous trust services through
our parent company, Providence Bank & Trust, so you have peace of mind that your loved ones are provided for, the way you intend them to be, well into the future.

* Providence Wealth Advisors, LLC ("PWA"​) is a wholly owned affiliate of Providence Bank & Trust ("PB&T"​). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA.

*To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the firm website, the client and/or
prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed in any manner
whatsoever, as the receipt of, or a substitute for, personalized individual advice from the firm or from any other investment professional.

* Providence Wealth Advisors will often share links to articles or information that we feel our followers will find useful. Please know that any opinions expressed in these links do not necessarily reflect the opinions of PWA.

* PWA does NOT accept any personal or confidential information via LinkedIn or any other social media platform. However, we would love to talk with you in person or on the phone. Please access our website (link below) for contact information and contact us directly.

Decades ago, financial analyst and Columbia University professor Benjamin Graham published two books that both defined a...
06/08/2026

Decades ago, financial analyst and Columbia University professor Benjamin Graham published two books that both defined an approach to the stock market that became known as value investing.

Learn what value investing is and more about Graham's strategy: https://bit.ly/3ROmFmD

Are you in the market for a second home? A second home is a substantial investment that lives by different rules than yo...
06/05/2026

Are you in the market for a second home? A second home is a substantial investment that lives by different rules than your primary residence. Here are factors to consider when buying, renting, and selling a second home: https://bit.ly/4tIXKOF

A second home is a substantial investment that lives by different rules than your primary residence. Here's what you need to consider.

A new bill - the bipartisan Retirement Rollover Flexibility Act - is attempting to correct a long-standing glitch in the...
06/04/2026

A new bill - the bipartisan Retirement Rollover Flexibility Act - is attempting to correct a long-standing glitch in the nation's retirement-savings system: While traditional IRA assets can be rolled into a new employer's plan (if allowed by the employer), Roth IRA assets cannot. Read more on this legislation at https://bit.ly/43aVlkR

The U.S. Department of Labor (DOL) has proposed a new rule to clarify the steps employers should take when deciding whet...
06/02/2026

The U.S. Department of Labor (DOL) has proposed a new rule to clarify the steps employers should take when deciding whether to include investments that hold alternative assets in their 401(k) plans. Read more at https://bit.ly/4o3eJtM

Most of the time, cyberattacks occur due to poor cyber hygiene…the basics. Here are four simple things we can all do to ...
06/01/2026

Most of the time, cyberattacks occur due to poor cyber hygiene…the basics. Here are four simple things we can all do to protect ourselves and others form cyber attacks: https://bit.ly/4dLIMRR

It's May 29th - 529 College Savings Day! 529 savings plans are tax-advantaged education savings vehicles and one of the ...
05/29/2026

It's May 29th - 529 College Savings Day! 529 savings plans are tax-advantaged education savings vehicles and one of the most common ways to save for college today. Learn more about 529 college savings plans at https://bit.ly/4dvcA6u

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification. T...
05/28/2026

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification. To make REITs a part of your investment portfolio, you can buy shares in a variety of REIT funds or individual publicly traded REITs. Read more at https://bit.ly/4fIkTNE

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoi...
05/28/2026

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.

When you establish a revocable living trust, you can be the grantor, the trustee, and the beneficiary of that trust. Read more about how a living trust can help you control your estate at https://bit.ly/4cDTf2r

05/27/2026

What does wealth management look like today and what should it truly entail? Hear Doug and Brian’s perspectives and how they feel Providence Wealth Advisors rises to the challenges of an increasingly complex financial landscape to help clients achieve their goals: https://bit.ly/4cTdYzw

Today we honor and thank the men and women who gave the ultimate sacrifice for our country and our freedom.
05/25/2026

Today we honor and thank the men and women who gave the ultimate sacrifice for our country and our freedom.

Address

20220 S La Grange Road
Frankfort, IL
60423

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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