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Provident Wealth Advisors LLC
The Woodlands, TX

Daniel Goodwin

Own Your Financial Future
Score:
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Meet Daniel

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Introduction to Provident Wealth Advisors - Daniel Goodwin
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How WealthGuard Works - Daniel Goodwin
Video Transcripts

Daniel C. Goodwin is a Fiduciary and Registered Investment Advisor utilizing his more than 25 years of experience as a financial professional to assist residents of The Woodlands and the greater Houston area with customized planning for a secure financial future and retirement.

Realizing that traditional financial planning and the broker dealer industry had failed many Americans, Daniel built Provident Wealth Advisors as his own independent retirement and financial planning…

Daniel C. Goodwin is a Fiduciary and Registered Investment Advisor utilizing his more than 25 years of experience as a financial professional to assist residents of The Woodlands and the greater Houston area with customized planning for a secure financial future and retirement.

Realizing that traditional financial planning and the broker dealer industry had failed many Americans, Daniel built Provident Wealth Advisors as his own independent retirement and financial planning firm. Utilizing a unique approach of collaborating with tax, legal and other financial professionals, Daniel and his team create comprehensive and custom financial strategies for every client. He is also the creator of the Family Fractional CFO model, which has provided families and small business owners alike with custom CFO services at an affordable cost. In addition to his direct client work, he is also a contributor to FOX 26 NEWS and the Montgomery County News; the Editor-in-Chief of Wise Money Minute; the author of Live Smart-Retire Rich; and the host of "The Shrimp Tank Houston" podcast.

Daniel has been married to his wife Kim for 25 years and has two wonderful adult children. He likes to consider himself a semi-pro chef, a patriot, a fierce fiscal conservative, a dangerous fisherman, and a rabid hockey fan. To view Provident's client qualification requirements, please see here.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Entrepreneurs
Families

Fee structure

Other
Based on % of assets

Education

BSc
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