Thomas Harnish, AIF®

Great service

✅ Wealthtender Certified Advisor Review™

Jul 31, 2026

I've been working with Tom for about 20 years on my retirement portfolio. He and the staff at Provision Wealth Planning are excellent! Friendly and professional. Tom takes the time to clearly address any questions I have and is proactive about addressing common concerns that investors may have during highly volatile times.

Relationship to Financial Advisor: Client as of Jul 31, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Denise

Supportive

✅ Wealthtender Certified Advisor Review™

Jul 31, 2026

Tom is friendly, supportive and patient about explaining things to us!

Relationship to Financial Advisor: Client as of Jul 31, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Meaghan

Simply the best!

✅ Wealthtender Certified Advisor Review™

Jul 30, 2026

Kabyrn, Lisa and Tom, what a team of professionals, simply the best! They respond to every question, every need and every concern in record time.

Relationship to Financial Advisor: Client as of Jul 30, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Beth Evans

financials

✅ Wealthtender Certified Advisor Review™

Jul 29, 2026

very knowledgeable, trusting company that cares about thier clients

Relationship to Financial Advisor: Client as of Jul 29, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Laura Adams

Wonderful Service and Support

✅ Wealthtender Certified Advisor Review™

Jul 28, 2026

I have had the pleasure of having Thom Harnish at the helm of managing my retirement account for more than a decade. Thom and his team have always communicated with me about potential changes and keeps current on my financial goals and priorities. Wonderful to work with!

Relationship to Financial Advisor: Client as of Jul 28, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Marnie Morneault

Long Term Satisfied Client

✅ Wealthtender Certified Advisor Review™

Jul 28, 2026

We've been working with Tom Harnish for over a decade and he works continuously to analzye our portfolio to maximize our retirement accounts. Tom is fantastic to work with, professional and highly knowledgable but very down to earth and personable. I would not hesitate to recommend him if you are considering a financial advisor.

Relationship to Financial Advisor: Client as of Jul 28, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Anonymous

So amazingingly wise, smart, thorough, and thoughtful at every turn!

✅ Wealthtender Certified Advisor Review™

Jul 28, 2026

Tom Harnish is simply the best: incredibly well informed, wise, and so careful and thorough. He has made sure that our investments are in accordance with our wishes for what we want to support and what we don't want to be supporting. He makes sure that decisions are in step with our finances lasting us through our old age. He stays in touch with regular meetings (we choose to meet on Zoom calls, but he also is happy to meet with us in his office or by phone). And he and his office crew help us whenever we have questions, answering emails and calls very quickly and helping solve any issues that come up. Tom and his office have made our retirement years so wonderfully easy and we will never be able to thank them enough for all that they do for us!

Relationship to Financial Advisor: Client as of Jul 28, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Mary

Great Financial Planner and Staff

✅ Wealthtender Certified Advisor Review™

Jul 28, 2026

Been with Thomas Harnish for many years, he and his staff have been great to deal with , anytime i would call with a question, i would get an answer right away. If i called to go in the office not having an appointment, i would get right off. My feeling of Thomas, Lisa Brown, it does not matter if you have one dollar or one million, you are treated equally the same. Always real friendly, helpful, and i feel that i was not just another client, they really cared about me and family. I would recommend this firm very highly.

Relationship to Financial Advisor: Client as of Jul 28, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Ray Thomas

Tom goes the extra mile!

✅ Wealthtender Certified Advisor Review™

Jul 27, 2026

I had a financial guy in the past who seldom to never contacted me about anything concerning my financial situation. Tom knows I know nothing about this stuff yet he keeps in contact with me by email or phone meetings to educate me. I have complete confidence in him and would recommend him to anyone!

Relationship to Financial Advisor: Client as of Jul 27, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Deborah Meulenberg

Trust is everything!

✅ Wealthtender Certified Advisor Review™

Jul 27, 2026

Tom Harnish and his staff have always been there for me at a drop of a hat. I have full confidence in his knowledge of financial issues happening these difficult days. He is always prepared with my information when we meet. I have only positive thoughts about my investments that Tom has developed.

Relationship to Financial Advisor: Client as of Jul 27, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Diane Hoyt

Taking care of business

✅ Wealthtender Certified Advisor Review™

Jul 27, 2026

Tom has managed our retirement account for about twenty years, He stays in contact with us frequently and skillfully manages our assets to react to changing markets and our changing needs. We have full confidence his his abilities.

Relationship to Financial Advisor: Client as of Jul 27, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Bob Lawrence

Tom Harnish and Team are the Best!

✅ Wealthtender Certified Advisor Review™

Jul 24, 2026

Tom and his awesome team have been there for me from day one. I know I can always reach out with questions and concerns and get incredibly quick and understandable answers.

Relationship to Financial Advisor: Client as of Jul 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Jill

Listens to our concerns.

✅ Wealthtender Certified Advisor Review™

Jul 24, 2026

Tom always listens to our concerns and explains in terms that we can understand about the markets ups and downs. He makes adjustments when needed and we feel our account has done well.

Relationship to Financial Advisor: Client as of Jul 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Anonymous

Well Knowledge Financial Advisor

✅ Wealthtender Certified Advisor Review™

Jul 24, 2026

Tom's advice is comprehensive, he comes prepared for discussions, adaptable to changing topics/situations. You are known to Tom as a person, not just a client. Each time you meet with Tom; he takes the time to teach you things about the financial world. Tom and his staff are very trustworthy, and excellent to work with.

Relationship to Financial Advisor: Client as of Jul 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Kristen B.

Tom Harnish

✅ Wealthtender Certified Advisor Review™

Jul 24, 2026

Tom has been consistent with my goals. I'm very pleased with the performance of my retirement money over the last 15 years.

Relationship to Financial Advisor: Client as of Jul 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Bob Pederson

Great people to work with!

✅ Wealthtender Certified Advisor Review™

Jul 24, 2026

Tom and his staff, Lisa and Kabryn, have been extremely knowledgeable and helpful with my family’s retirement accounts. Most recently, with the passing of my parents, they assisted us in combining all of their accounts and transferring them to myself and my siblings. They were very understanding and supportive at every turn. I would undoubtably recommend them to anyone looking for financial assistance from a professional yet compassionate and relatable team.

Relationship to Financial Advisor: Client as of Jul 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Mark Vaillancourt

Tom and his staff have provided us with confidence and comfort in all our financial futures

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

My wife and I have worked with Tom for about 15 years starting when he became our financial advisor when I was working at USM and Tricia was Director of Guidance at a local high school. He provided a very smooth and very successful transition into our retirement plans. Tom is very knowledgeable on retirement issues, investing, and our final plans. He and his office staff are also very friendly and quick to respond to any questions we have about all our financial decisions. We both feel very comfortable working with AIF and about our futures. We are also both very happy about choosing to work with Tom.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Bart Weyand

Very

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Tom is very knowledgeable and personable; he is adept at guiding his clients, while also being a good listener. My husband and I particularly appreciate his availability and wise counsel when we recently had to make some financial decisions on a very short timeline. He was there for us! We have been very happy with our long association with Tom. He genuinely cares about his clients.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Laura Artesani

Provision Wealth Planning

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

I have had the pleasure of Tom Harnish working with my retirement for many years. I never have to worry about things as he has my monies secured and if anything arises he calls and sets up a meeting right away. Tom is very pleasant and kind to work with. If you want someone to trust please call Tom Harnish.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Nancy Michaud

Expert Financial Advice

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Tom Harnish has been my financial consultant for more than 20 years and has increased my bottom line many times over with expert advice and the ability to spot trends and downturns to protect my portfolio. I trust him explicity!!! Along with him, he has an elite staff with whom I am comfortable with and trust with handling my affairs.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Patricia Carpenter

Trusted Financial Guidance

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

My experience with Tom and his team at Provision Wealth Planning has been very positive. They are knowledgeable, responsive, and easy to work with. Tom explains financial planning in a clear and understanding way, and I feel confident that my financial goals and concerns are heard and addressed. I trust his professionalism and guidance.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

CJ

Tom Harnish is exceptional, competent, and incredibly patient

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Tom is incredibly patient, detail-oriented, and a great communicator. I am very anxious about money, and have very 'geen' values in terms of the businesses and services I am comfortable investing in. Not only are my investments expertly and sensitively managed, but Tom understands my anxieties, that often looks like avoidance, and works with me in ways that they can handle. He listens carefully and takes a great deal of time with me to explain how my investments are doing and what the next steps should be. He is helping me to start thinking about my retirement and what they will look like.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Constant Albertson

Love this guy!

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Tom's been my financial advisor for several decades and he is right on top of the fluctuations of the markets and active in keeping my assets growing. I feel financially safe now that I am retired that I can weather most any of the ups and downs of Wall Street and still have a full pocket of my assets intact. He has always been available when I've needed reassurance in troubling times, and moves my portfolio into both safer and more risky investments when the time is right. Thank you, Tom!

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Dr. Kristine Bertini

Making a scary process a Pleasure!

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Tom is reassuring and thoughtful when considering the may factors related to retirement planning. When every dollar counts it's so important to trust the person handling a precious resource. It often feels abstract, and Tom gives practical advice with data to back it up so you can make key decisions in advance and actually look forward to the next phase of your life after retirement.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Beth Round

Reliability

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Tom Harnish has been my financial advisor for more than 15yrs. He has always made himself available to address any questions I may have about my portfolio. I have a great trust in Tom because he has demonstrated over and over these many years that he has my best interest at heart.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Suzanne Roy

COMPLETE TRUST

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

I have complete trust in Tom's recommendations for our portfolio. He reaches out when he thinks a change should be made and I know he is always looking out for our best interests. I am impressed with his integrity and I feel very confident and safe with him as our advisor.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Joan

A model financial advisor

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

We've had a relationship with Tom for almost 20 years. He is trustworthy and very competent, and he has been masterful at managing our portfolio. We meet with him often, and he always consults us and keeps us informed. He also has a crack office staff that is very competent and very responsive to our requests. I highly recommend him.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

John V

Tom is the best

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

I have been working with Tom Harnish for close to 20 years I think. I know very little about investing and the markets but Tom takes the guess work out. I am fully confident he has my best interest at heart and he advises me on the best decisions possible. I would recommend Tom to anyone, anytime. Thanks Tom!!!

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Sherry Gleason

Works for you

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

I have had Tom for many years as my financial advisor. My retirement growth started growing after switching to Tom. If I have questions they are answered either that day or the next. If I have problems they work with my retirement fund until it is taken care of. He cares about his clients.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Doreen

Trustworthy

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

I’ve been working with Tom’s office for 8yrs and am confident in their handling of my portfolio. I’m sure any new client would feel the same

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Andrew

Working with Tom has been both an enjoyable and rewarding experience.

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Tom Harnish has been a great asset and friend as well. I've remained secure and comfortable with his handling of my meager retirement funds in a way respecting my wishes and goals. They have progressed beyond my expectations. I haven't, and you can't go wrong with trusting Tom with your retirement portfolio.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Dave Keezer

Provision Wealth Planning

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Provision Wealth Planning has been our financial planning team for over 20 years and I cannot say enough positive things about them! My husband and I both have complete trust in them. Tom Harnish is so knowledgeable and up to date with everything going on. Any questions or concerns we have are answered immediately and in a way that we can understand! We trust him to move our accounts around as needed and things have always worked out to our benefit! I've called Lisa Brown MANY times with questions and concerns and she's either taken care of them right away or checked with Tom and got back to me very fast. We have been completely satisfied with them and I would recommend them VERY HIGHLY to anyone looking for financial planning. They are absolutely the best!

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Susan Spaulding

Wonderful partnership

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Thomas Harnish brings a wealth of knowledge to the table as a financial consultant. This knowledge, combined with outstanding listening and communication abilities, creates a partnership where I feel included and informed in short and long term financial decisions. Tom is great at sharing his perspectives and knowledge and in listening to my goals and concerns then working with me to build a portfolio that addresses my current and future needs. I have had other financial advisors who have tried to upsell me on different financial tools and products that did not fit with my life direction or plans but Tom has not done this. Tom is a trustworthy financial advisor who will work with you to create and maintain a portfolio that reflects your financial realities, needs and goals.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Brian Ufford

Very helpful

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Tom explains things to me and is very helpful and insightful to my needs.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

Patti-Lee

retirement account

✅ Wealthtender Certified Advisor Review™

Jul 23, 2026

Tom is the best!! I trust his judgement; he's most always available to speak with, and if not, his office staff are wonderful as well. He stays on top of things and handles my accounts with care and precision. I highly recommend Tom and Provision Wealth Planning.

Relationship to Financial Advisor: Client as of Jul 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This statement is a testimonial by a client of a financial professional. The client has not been paid or received any other compensation for providing this testimonial and does not receive any material incentive or benefit for making this statement. This testimonial reflects the client's personal experience and may not be representative of the experience of all clients.

V Gagne

Financial Professionals

Individuals

Retirement Strategies for University Faculty and Professionals