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

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

Vision Financial Management serves individual and high‑net‑worth clients, as well as trusts, estates and small business entities, offering discretionary portfolio management, written financial planning, and referrals to third‑party money managers. The firm operates a sponsored wrap‑fee asset management program and also places clients into LPL’s Model Wealth Portfolios and Optimum Market Portfolios. Portfolios are delivered through LPL’s Strategic Wealth Management platform and typically combine asset allocation models from LPL with in‑house analysis using fundamental, technical and cyclical methods; strategies range from long‑term holdings to shorter‑term and more active trading when deemed appropriate. Financial planning is offered under separate fixed‑fee engagements and does not include implementation or ongoing investment monitoring unless a client engages the firm’s asset management services. Distinctive features include an unusually high client load per advisor — the brochure reports approximately 449 client relationships supported by two advisors — and the firm’s role as sponsor of its own wrap program, which requires client accounts to be custodied at LPL. The firm’s representatives also act as LPL registered representatives and licensed insurance agents, and the firm discloses receiving referral, solicitor and platform compensation from third‑party managers and sponsors, which it addresses through disclosure and client choice.

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