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

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

Vision Financial Services LLC advises individuals (including high-net-worth clients), small businesses, pension and profit-sharing plans, and other entities on portfolio management and financial planning. Its services include fee-based managed money programs using third‑party money managers, ETF/mutual fund/stock portfolio oversight, and hourly or fixed‑fee financial consultation. The firm typically uses a manager/consultant model and tailors portfolios to client profiles and risk tolerances, citing modern portfolio theory as a guiding framework; ETF and mutual fund strategies are common and many accounts are reviewed quarterly with more frequent monitoring as needed. Although the firm recommends and may hire third‑party managers who have discretionary trading authority, most client accounts are managed on a non‑discretionary basis, requiring client approval before transactions are executed. Noteworthy for a small, supported advisory firm, Vision sponsors a wrap fee program and reports a predominance of non‑discretionary assets (about $34.4 million reported in its brochure), a combination that is uncommon among peers. The firm also conducts limited insurance sales and receives residuals from previous annuity business, and it discloses referral and compensation arrangements with selected third‑party registered investment advisors.

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