ProVise Management Group, LLC is a fee-based financial planning and investment management firm based in Tampa Bay, Florida. Established in 1986, the company has over 35 years of experience in providing personalized financial strategies to clients across the nation. They operate offices in both Tampa and Clearwater. The firm offers a range of services, including comprehensive financial planning, investment management focused on long-term growth, retirement planning, estate and trust planning, asset protection, and tax optimization. ProVise is committed to a fiduciary standard of care, ensuring that clients receive tailored strategies that align with their individual goals and values. Their team consists of CERTIFIED FINANCIAL PLANNER® professionals who emphasize a client-centric approach, focusing on small, consistent financial decisions over time. ProVise also provides a money-back guarantee for their financial plans, reflecting their commitment to client satisfaction.