McGuire Wealth Management
35yrs
Top advisor by experience in Wakefield
27yrs
Based in Wakefield, Rhode Island, Mark Provost is a fiduciary financial advisor with 27 years of industry experience. Mark has been with D & P Investment Advisors since 2013. Mark holds the CPA/PFS designation.
One of 28 advisors with offices in Wakefield, and one of 25 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience in Wakefield
Office10 High Street Suite B, Wakefield, RI 02880
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$834,681
States licensed ?2 states
Services through D & P Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2013 – nowD & P Investment Advisors, LTD.Current firm
Contact Mark
(401) 792-0100D & P Investment Advisors main office 10 High Street Suite BWakefield, RI 02880Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call D & P Investment Advisors at (401) 792-0100 and ask for Mark Provost. Mark works from the Wakefield, RI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1999, about 27 years. Top 21% by experience in Wakefield.
What licenses does Mark hold?
Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
D & P Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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