Financial Planning Firm – ProVise Management Group, LLC
ProVise Management Group, LLC is a fee-based financial planning and investment management firm that has operated since 1986, with offices in Tampa and Clearwater, Florida. Its Tampa location is at 4350 W. Cypress Street, Suite 225, Tampa, FL 33607, reachable at 813-405-4846, and its Clearwater office is at 611 Druid Road East, Suite 105, Clearwater, FL 33756, reachable at 727-441-9022. A toll-free line, 800-633-3049, and the address info@provise.com round out the contact options.
The firm provides comprehensive services that include financial planning, retirement planning, wealth management, asset protection, estate and trust planning, retirement plan consulting, philanthropy and charitable giving, and environmental, social and governance advisory work. It describes wealth management as a holistic approach to managing finances and summarizes its philosophy with the statement that financial planning is not one big thing but hundreds of little things.
ProVise employs multiple CERTIFIED FINANCIAL PLANNER professionals along with credentialed advisors holding CFA, CIMA, AIF, and JD designations. Leadership includes Founder V. Raymond Ferrara, CEO Eric Ebbert, and President Jon Brethauer. The firm emphasizes a fiduciary commitment to clients and personalized strategies tailored to individual goals.
A distinguishing feature is what the firm calls a money-back guarantee on all written financial plans, stating that clients unhappy with a plan for any reason may return it for a full refund of the fee. The firm frames its services around addressing client concerns, citing that 77 percent of Americans experience anxiety about their financial situation.
Serving the Tampa Bay region from its two Pinellas and Hillsborough County offices, ProVise combines long-tenured experience, a credentialed advisory team, and a broad menu of planning and wealth management services aimed at individuals, families, and organizations seeking coordinated financial guidance across retirement, estate, and investment needs.