A complete list of active advisors currently associated with Envisionvest

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

Envisionvest serves individuals, trusts, business clients and employer-sponsored retirement plans, offering portfolio management, ongoing financial planning and retirement-plan consulting. Its advisory services are delivered through both discretionary and non-discretionary managed portfolios (an unbundled EPM program or the Envisionvest Wrap-Fee Program), plus educational workshops, seminars and digital classes. The firm builds diversified portfolios that emphasize mutual funds and ETFs (with common stock for accounts $250,000+), uses an unconstrained asset-allocation methodology, may utilize sub‑advisors, and supports fractional-share investing for accessibility. For plan clients it provides non‑discretionary 3(21) plan-level investment fiduciary services, model asset allocations and a Financial Wellness Benefit that combines group education with optional individual planning tools and payroll-deducted participation. Compared with many solo independent advisers, Envisionvest’s sponsorship of a bundled wrap-fee program, its delivery of pension consulting and employer-focused financial wellness programs, and its regular public workshops are atypical. The firm is also affiliated with an insurance business and discloses that related persons may act as insurance agents and receive commissions for insurance or annuity sales, a relationship the brochure identifies as a potential conflict of interest that clients are not required to accept.

To learn more about the advisors currently working at Envisionvest, 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.