Joshua Yager is a CFP® with 27 years of experience in the financial services industry. He has worked at Financial Vision LLC since 2013 and previously held roles at Anodos Advisors, LLC from 2005 to 2024 and Mercer Advisors from 1997 to 2005. Outside of his advisory work, he serves as a manager for Gold Crest, LLC, a manufacturer of multi-use lighting products. Financial Vision LLC serves primarily high-net-worth individuals, offering portfolio supervision alongside comprehensive financial planning services tailored to individual needs. The firm emphasizes diversified, passive investment strategies with a focus on tax efficiency and long-term market cycles, and operates as a small, two-advisor practice using a retainer-based fee structure.

Ryan Wolfshorndl is a CFP® and CFA® with 15 years of industry experience. He has been with Financial Vision LLC since 2013 and was previously a partner at Anodos Advisors, LLC, a financial consulting firm where he provided portfolio management and financial planning services. Financial Vision LLC serves primarily high-net-worth individuals, offering customized financial planning and both discretionary and non-discretionary investment management. The firm’s approach focuses on diversified, passive buy-and-hold portfolios with regular rebalancing, written investment policy statements, and consideration of tax consequences and cash-flow needs.