A complete list of active advisors currently associated with Shared Vision Wealth Group

Warmer can help you find a great advisor at Shared Vision Wealth Group or one who fits your needs even better.

Shared Vision Wealth Group advises a mix of individual and institutional clients, providing discretionary and non‑discretionary investment management, financial planning, and retirement‑plan advisory services. The firm’s ADV lists traditional private clients such as high‑net‑worth and individual investors as well as institutional types including pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and plan sponsors. Portfolios are customized to client objectives and managed using a mix of fundamental analysis, modern portfolio theory, and cyclical analysis with regular rebalancing; investments may include ETFs, mutual funds, individual securities and, where appropriate, option strategies. The ADV also describes the use and risks of options and other derivatives and explains the firm’s practice of engaging sub‑advisors and conducting ongoing manager due diligence and oversight. What distinguishes Shared Vision among similar small, supported firms is its explicit retirement‑plan capability — including ERISA 3(38) discretionary plan‑level management — and its documented operational capacity to implement derivatives/options strategies and supervise third‑party managers. The brochure also notes complimentary standard financial planning for investment management clients and discretionary authority to hire or terminate sub‑advisors, reflecting a combination of institutional plan services and boutique‑style advisor oversight that is less common in this peer group.

To learn more about the advisors currently working at Shared Vision Wealth 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.