Knoxville, TN Office
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CoreVision Financial Group
Team
Firm-wide stats for CoreVision Financial Group
About
coreVISION provides discretionary investment management, financial planning and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, businesses and retirement plans. The firm implements client strategies through direct portfolio management, the use of unaffiliated independent managers, and an institutional investment platform to support automated portfolio construction and rebalancing.
The Advisor describes a generally long‑term investment philosophy while allowing tactical adjustments and portfolio rebalancing; recommended investments include low‑cost mutual funds and ETFs as well as individual stocks, bonds and options. The disclosure brochure also describes the firm’s ability to use derivatives (options contracts) and margin (borrowing) in client accounts and notes the firm’s discretionary trading authority and ongoing monitoring of portfolios.
Compared with many peers, coreVISION sponsors a wrap‑fee program that bundles custodial and securities transaction costs into a single advisory fee (detailed in Appendix 1) and maintains institutional relationships with custodians and an automated platform. The firm’s disclosures show rapid scale—reporting about $1.15 billion in discretionary assets under management as of March 13, 2026—which, together with its use of derivatives and borrowing in separately managed accounts, distinguishes it from many other team‑model advisors.
Based on CoreVision Financial Group
Expertise
Based on CoreVision Financial Group
Location
2099 Thunderhead Rd, Ste 201
Knoxville TN 37922
Advisors at this office
2
Advisors at this office
Jonathan B
Series 63, Series 65
Knoxville, TN
CoreVision Financial Group
Jonathan Bednar is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 registrations and over 35 years of industry experience. His career includes roles at Paradigm Wealth Partners, LPL Financial, and Independent Advisor Alliance. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a long-term investment philosophy with tactical adjustments, employing low-cost mutual funds, ETFs, individual securities, and options, supported by an institutional platform with discretionary authority and portfolio monitoring.
Todd B
Series 63, Series 65
Knoxville, TN
CoreVision Financial Group
Todd Birdwell is a financial advisor with CoreVision Financial Group in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2003 and has been involved with Paradigm Wealth Partners and Independent Advisor Alliance over the past two decades. Birdwell also serves as a trustee of his parents’ charitable trust. CoreVision Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines direct portfolio management with unaffiliated independent managers and employs a largely long-term investment approach supplemented by tactical adjustments, using low-cost mutual funds, ETFs, individual securities, derivatives, and margin within a wrap-fee program.
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