Our #1 goal is to make your financial life easier.
With nearly two decades of combined experience, we’re here to help you make your financial dreams a reality.
The Expertise You Deserve
We believe in the value you get by working with a CERTIFIED FINANCIAL PLANNER™. Creating a financial plan with the team of experts at Providers & Families Wealth Management is all about you and your goals, and giving you the confidence to achieve them.
The focus of our planning process is you and your goals.
We pride ourselves on proactive contact with our clients, ease of communication,
and regular updates and reviews.
Meet the Team
-
Lindsey Ciarrocca, CMC®
PARTNER
YNAB CERTIFIED BUDGET COACH & CERTIFIED MONEY COACH (CMC)®
-
Scot Whiskeyman, CFP®
PARTNER
CERTIFIED FINANCIAL PLANNER™
-
Fran Koch
CLIENT SERVICE ASSOCIATE
Schedule your consultation today
Consultations are always complimentary.
Let’s chat to see if it makes sense to work together towards your greatest financial future!
“The goal isn’t more money. The goal is living life on your terms.”
- Chris Brogan, American author, journalist and speaker
Services
-
Financial Planning & Investments
You know you should be investing, but you aren’t sure how to start. Or, you’ve started, but you don’t know if you’re on the right track. Wherever you are on the path to managing your money wisely, we provide guidance to help you make the most of your financial resources.
-
Life Insurance
Everyone should have the peace of mind that their loved ones are financially protected. We help you select a plan that is right for you and your family.
-
529s & College Planning
Higher education is expensive, but planning ahead makes the cost much more manageable. We help families ease the burden of college tuition with robust savings plans and strategies.
-
Long-Term Care Planning
If you or your loved anticipates requiring long-term care for a medical condition or disability, we advise on insurance plans that will cover those costs.
-
Budgeting
Budgeting is an important part of a healthy financial life. If you feel like you’re starting from square one, not to worry: we can help you develop a plan that fits your life and helps you work towards your goals at a sustainable pace.
-
Annuities
We can help you build a retirement income strategy that works for your lifestyle.
-
Disability Insurance
Short-term disabilities are more common than most people think, and are especially troubling for those who rely on a regular paycheck. We advise on plans for both individuals and businesses.
-
Small Business Solutions
We help small business owners with benefits plan selection, transition planning, retirement benefits, and insurance.
FAQs
-
Yes. We are required to put our clients’ interests before our own – seems like a no-brainer, but it needs to be said, and we take it seriously.
-
Scot joined the financial planning business in 2011 and Lindsey joined in 2016. Providers & Families was founded in 2017 and became an independent registered investment advisor in 2022.
Learn more about us on the Meet the Team page.
-
We are currently not fee only, and that’s by design – our clients have told us that they like us being a “one stop shop” for their planning needs. We are continuously listening to our clients to ensure the services we’re offering meet our standard of making their financial lives easier.
-
No. While some money managers we use may have minimums, we don’t have a minimum investment amount as a firm.
