ProVise Management Group

ProVise Management Group, LLC is a fee-based, SEC-registered investment adviser based in Clearwater, Florida founded in 2002. ProVise Management Group, LLC is owned by Kestra Financial, Inc., an indirect subsidiary of Kingfish Holding, LP which also owns other registered investment advisers, broker-dealers, insurance agencies, a trust company and other financial service providers. ProVise Management Group, LLC provides investment advisory services and financial planning and consulting services to clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations and other businesses.