Provident Oak Financial LLC. Advisor Named as A Houston Area 2024 Five Star Wealth Manager award winner!

 

Rhiannon Negron, CEO of Provident Oak Financial LLC said, "I may be slightly biased, but it seems I'm not alone in recognizing his outstanding work and dedication to his clients. We are thrilled to announce that Nelson Negron Jr. C.O.O and President of Provident Oak Financial LLC. has been awarded the 2024 Five Star Wealth Manager Award. This award was given to less than 6% of Houston-nominated Wealth managers. We want to congratulate him on this achievement and his invaluable contributions to our mission of delivering exceptional client service regardless of your account value. This award reflects his unwavering commitment to excellence in the wealth management industry and to education on Values-Based Investing." 

About the Research Process:
  Candidates for the award are judged on 10 eligibility and evaluation criteria associated with providing quality services to clients. These criteria include industry credentials, experience, assets under management, and the number of households served, among other factors. Five Star Professional joins forces with Texas Monthly Magazine to honor these professionals and recognize their achievements.

About Provident Oak Financial LLC:
 At Provident Oak Financial, our commitment is to provide families like yours with tailored financial services, such as Investing, Financial Coaching, Insurance Solutions, and Financial Planning. In contrast to conventional financial services that may fail to consider the full scope of household needs, we make it our priority to address every aspect important to you. Whether your family is growing, maturing, seeking spiritual enrichment, or undergoing other life changes, rest assured that we're here to support you every step of the way. For more information please contact us at www.providentoak.com.

**Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate the quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. This award was issued on 12/1/23 by Five Star Professional (FSP) for the period 10/10/2023 through 04/30/2024. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. The Five Star award is not indicative of a professional’s future performance and may not be representative of any one client’s experience.

Investment advice offered through OneAscent Financial Services, LLC, d/b/a Provident Oak Financial, a registered investment adviser with the United States Securities and Exchange Commission. OAFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by OAFS or any unaffiliated third party. OAFS is neither an attorney nor accountant, and no portion of the presented content should be interpreted as legal, accounting, or tax advice. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.