A complete list of active advisors currently associated with CoreVision Financial Group

Warmer can help you find a great advisor at CoreVision Financial Group or one who fits your needs even better.

coreVISION Financial Group provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, businesses, and retirement plans. The multi-advisor firm manages roughly $1.15 billion in discretionary assets for about 1,290 clients through a team of 11 professionals. The firm follows a primarily long-term investment philosophy that emphasizes low‑cost, diversified mutual funds and ETFs alongside individual securities, options and occasional tactical reallocations, using fundamental, technical and cyclical analysis. For implementation it combines advisor oversight with technology—selecting or constructing custom ETF portfolios on the Betterment Institutional platform (with automated rebalancing and optional tax‑loss harvesting) and also engaging independent managers when appropriate; clients using the platform are subject to the platform’s ETF universe and operational limits, including limited ability to impose account restrictions and trade-frequency constraints. A few features distinguish coreVISION from many peers: although founded recently (2023), it oversees over $1 billion in AUM, an uncommon pace of growth for a new multi-advisor firm. The firm also sponsors a wrap-fee program that bundles custodial and transaction costs and maintains an institutional relationship with a large custodian/broker-dealer while many advisors on the team retain broker‑dealer and insurance registrations—creating a hybrid model that blends advisor-led planning, automated platform implementation, and traditional brokerage affiliations.

To learn more about the advisors currently working at CoreVision Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.