# Provision Financial Planning

Provision Financial Planning is a RIA based in Towson, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Towson, United States
- **Region:** North America
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** provisionfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/robert-lindstrom

## Regulatory record

- **CRD number:** 304497
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304497

## About

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.

## People

- Robert Lindstrom — CFP®, EA — Founder & Lead Advisor
- Kelly Montgomery — Client Experience Manager

## 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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Last updated: 2026-08-11T15:07:49.000Z

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