A complete list of active advisors currently associated with Vision Casting Financial Planning, LLC

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

Vision Casting Financial Planning, LLC is an independent, fee-only adviser that provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates and charitable organizations. The firm offers tailored financial plans and ongoing portfolio supervision designed to align clients’ investments with their values and goals. The firm operates under a fiduciary standard and uses a client-centered "Vision Casting" process to establish priorities, then implements investment policy statements, asset allocation, fundamental analysis, diversification and periodic rebalancing. Clients typically receive continual investment analysis and quarterly reviews, and the firm can manage accounts on a discretionary basis through commonly used custodians. Distinctive features include an established practice of working with non-profit and charitable clients and a regular program of educational seminars and speaking engagements, sometimes provided pro bono to non-profit or educational hosts. The firm also integrates charitable-giving planning into client work, conducts church-based financial education (CREDO) activities amounting to roughly 80 hours per year, and maintains standing letters of authorization for a subset of client households.

To learn more about the advisors currently working at Vision Casting Financial 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.