A complete list of active advisors currently associated with Vision Financial Concepts

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

The firm provides investment management, financial planning, retirement-plan consulting, and selection and monitoring of third‑party money managers for individual and high‑net‑worth clients. Its service menu also includes financial consultations, portfolio reviews, and recommendations that can include mutual funds, ETFs, individual equities and fixed income, and insurance products. The firm’s investment approach blends strategic and tactical asset‑allocation techniques, using both fundamental and technical analysis and employing model portfolios and third‑party programs to implement strategies. It routinely uses model and manager platforms (notably SEI programs and the American Funds F‑2 direct‑at‑fund option) and offers both discretionary and non‑discretionary arrangements depending on client preference and program requirements. What stands out relative to peers is that a majority of the firm’s managed advisory assets are reported as non‑discretionary ($4.13M non‑discretionary vs. $1.78M discretionary, with $21.54M in assets under advisement), a structure that is less common among independent advisors. The firm’s advisers are also licensed to sell insurance and annuity products and perform seasonal tax‑preparation services, which can result in commission‑based compensation in addition to advisory fees and requires disclosure and management of potential conflicts of interest.

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