Our unique combination

PCA’s most unique and distinguishable feature is our combination of comprehensive financial planning and in-house investment management.

This model removes a layer of fees in comparison to the typical investment advisor model in which the investing is outsourced to a third party through separate account managers or mutual funds.

Collaborative Team

Our robust team is comprised of CFPs®, CFAs, and CPAs. We work together on our entire client base, which provides each client with the resources of a full team of experts.

This team-driven experience is inherently more comprehensive for our clients than the single advisor or small group model that exists at most financial advisory firms.

Serving as a Fiduciary – Always Placing Clients’ Interests Ahead of our Own

Providence Capital Advisors is a Registered Investment Advisor. We are an independent, employee-owned firm based in Charlotte, NC.

Portfolio Customization

Every client is unique, and our solutions, both financial planning and investments, are customized to meet the needs of each of our clients.