History

Provident Investment Consultants began back in 2004 when David Sommers, Dan Kinney, and Brian Ormord joined together to serve clients in the midwest.  The firm they formed was called Sommers & Danforth Financial and they have continued to grow.  To better reflect the scope of their services, the name Provident Investment Consultants LLC was adopted.  Specifically, provident means to be careful about planning for the future and saving money for the future. 

And it was with the notion of careful planning that our Company sealed its' affinity for, and identity with, the word Provident.  After all, the cornerstone of our consulting services is to ensure the retirement and investment planning we do today is uniquely suited to provide prosperity when clients and employees finally arrive in the future.

Plan forward, we like to say. It’s this type of fluid thinking that allows us to keep our focus and target our expertise on creating highly customized plans that move forward in directions as unique as the needs of our clients. Our pool of talent is wide enough, and our knowledge runs deep enough, to advance and fulfill the full spectrum of our clients’ consulting needs.

Recently, Brian and Dan were again named to the Financial Times list of 401 most elite DC plan advisors in the U.S.  It is awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

 

 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.

 


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