Brandon Long, CFP®, CEPA®

Brandon Long, CFP®, CEPA®

Principal | Financial Advisor @ Provista Wealth Advisors

About

As a wealth advisor, my mission is to be a true one-stop shop for my clients—ensuring every aspect of their financial life is proactively managed and seamlessly integrated. I believe exceptional wealth management is about so much more than investment advice; it’s about understanding the full scope of your needs and values, then collaborating with trusted professionals to deliver meaningful outcomes that align with your goals and priorities. My team and I take a holistic approach, offering comprehensive planning, tax and philanthropy strategies, business owner advisory, estate planning support, and even lifestyle concierge services. We’re here to simplify the complex and coordinate every detail, so you can focus on what matters most. Whether you’re growing your net worth, planning for a secure and fulfilling retirement, or seeking to make a lasting impact through philanthropy, we are committed to providing the clarity, confidence, and peace of mind you deserve. I invite you to connect with me to explore how we can build a strategy tailored to your unique vision for the future. Brandon A. Long, CFP®, CEPA® PROVISTA WEALTH ADVISORS 115 Woodson Street; Suite B | Powdersville, SC 29611 O: (864) 405-4322 brandon@provistawealth.com | ProvistaWealth.com Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Provista Wealth Advisors is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Provista Wealth Advisors and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. Investor Disclosures - https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Country

United States

City

Greenville-Spartanburg-Anderson

Industry

Financial Services

Skill

Structural Engineering, Construction Management

Experience

Provista Wealth Advisors

Principal | Financial Advisor

Provista Wealth Advisors

LinkedIn
2024-10 - Present · 2 yrs

Greenville, SC

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Provista Wealth Advisors is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Provista Wealth Advisors and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. https://www.kestrafinancial.com/disclosures This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Edward Jones

Financial Advisor

Edward Jones

LinkedIn
2018-10 - 2024-10 · 6 yrs 1 mo

Powdersville, SC

NewSpring Church

Comptroller

NewSpring Church

LinkedIn
2013-1 - 2018-5 · 5 yrs 5 mos

Anderson, SC

Wood

Structural Engineeer

Wood

LinkedIn
2008-1 - 2013-1 · 5 yrs 1 mo
Site Design Inc

Civil Engineering/Intern

Site Design Inc

LinkedIn
2007-5 - 2007-8 · 4 mos

Engineer intern responsible for site layout, rough grading, storm drainage design, sediment and erosion control, and underground utility layout for commercial and residential infrastructure projects. Duties included site inspections and acceptance testing for underground lines and erosion control practices.

Site Design Inc

Civil Engineering/Intern

Site Design Inc

LinkedIn
2006-5 - 2006-8 · 4 mos

Greenville, SC

Engineer intern responsible for site layout, rough grading, storm drainage design, sediment and erosion control, and underground utility layout for commercial and residential infrastructure projects.

Miller Valentine Construction

Project Technician/Co-op

Miller Valentine Construction

LinkedIn
2005-5 - 2006-1 · 9 mos

Assisted project manager and field superintendent with managing residential and commercial construction projects. Managed shop drawings, performed take offs, maintained QA/QC manual, scheduled subcontractors, produced scopes of work, reviewed proposals, and awarded contracts.

Education

Clemson University

Clemson University

LinkedIn

Civil Engineering

2003 - 2007 · 4 yrs

Brandon Long, CFP®, CEPA®'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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