A complete list of active advisors currently associated with Vision Retirement

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

Vision Retirement is an SEC-registered advisory team of seven professionals overseeing about $634 million for roughly 1,100 clients. The firm serves individuals across wealth ranges (including high‑net‑worth clients) as well as retirement plans, offering financial planning, fiduciary investment management, automated investing through a Betterment platform, hourly consulting, and client‑directed accounts. Investment advice is delivered through tailored strategies that combine discretionary fiduciary management, goal‑based robo portfolios, and client‑directed trading; portfolios are monitored and rebalanced regularly and may employ tax‑sensitive tools such as tax‑loss harvesting and global diversification. The firm relies on third‑party strategists and portfolio intellectual property for allocations while retaining due diligence and oversight, uses quarterly reviews and an investment committee process, and supplements work with supervised AI tools for research and note‑taking. Compared with many peers, Vision Retirement maintains an affiliated accounting/tax‑preparation capability and a planning tier (VR 360) that coordinates preparation and filing of federal and two state income tax returns with a CPA, a service not typical for team firms. The firm also sponsors a wrap‑fee program that bundles transaction costs into its asset‑based advisory fee and explicitly discloses its role as both sponsor and overseer of third‑party strategies, which are relatively uncommon arrangements among similarly sized team advisors.

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