A complete list of active advisors currently associated with Envision Planning, LLC

Warmer can help you find a great advisor at Envision Planning, LLC or one who fits your needs even better.

Envision Planning, LLC is a state‑registered investment adviser that provides discretionary portfolio management and financial planning to individuals — including smaller, non‑high‑net‑worth clients — and to a limited number of institutional‑type clients such as charitable organizations and accounting firms. The firm manages roughly $10 million across about 50 client relationships and offers both ongoing wealth‑management engagements and stand‑alone planning services. The firm’s investment approach is primarily long‑term and fundamentally driven, using diversified mutual funds and ETFs while rebalancing or making shorter‑term trades when client objectives or market conditions warrant. Envision integrates financial planning into its advisory work, delivers educational seminars and workshops for groups, and monitors accounts on a regular basis under discretionary authority. Notable distinctions include an affiliation with a separate tax preparation and tax‑planning practice operated by the firm’s principal, a linkage the firm discloses and that can produce tax‑planning referrals and integrated services. The firm predominantly charges percentage‑of‑assets fees (and credits planning fees toward advisory engagements in certain cases), serves uncommon client types for its peer group, and does not manage private funds.

To learn more about the advisors currently working at Envision Planning, LLC, 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.