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Provision Financial Planning
Provision Financial Planning is a fee-only fiduciary firm focused on retirement income and tax planning. It coordinates retirement planning, investments, and...
Provision Financial Planning
Provision Financial Planning is a fee-only fiduciary firm focused on retirement income and tax planning. It coordinates retirement planning, investments, and taxes as one integrated system for lifelong savers navigating the Dangerous Decade—the five years before and after retirement. The firm builds portfolios designed to provide reliable income and uses multi-year tax strategies.
General information
Firm type
RIA
Year founded
2019
Location
Region
North America
Country
United States
City
Towson
Principals
Robert Lindstrom
CFP®, EA — Founder & Lead Advisor
Kelly Montgomery — Client Experience Manager
Frequently asked questions
Does Provision Financial Planning make direct investments or fund commitments?
There is no public information detailing whether the office engages in direct investments, co-investments, or allocates solely to external fund managers. Its investment strategy remains undisclosed.
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