A complete list of active advisors currently associated with Vision Tech Financial Advisors

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

Vision Tech Financial Advisors (Vision Tech Group LLC) serves individual clients and manages roughly $27.8 million in discretionary assets across about 78 client relationships. The firm provides discretionary asset management and financial planning/consulting services and states it does not impose a minimum account size. Investment decisions are built around documented client profiles that record goals, time horizon and risk tolerance, and the firm uses a mix of fundamental, technical and charting analysis. VTG may employ a range of strategies — including long- and short-term positions, options trading, derivatives and investments in REITs — operates with discretionary trading authority, and conducts quarterly account reviews with written statements and performance reporting. The firm is a solo practice led by an owner with a long corporate technology leadership background (former HP executive) and a degree in computer information systems, a profile that is atypical for comparable independent advisors and is described alongside the firm’s use of Schwab institutional services. The brochure also notes financial plans may be completed at no additional cost as part of recommendations and that VTG does not vote client proxies, leaving proxy voting to clients.

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

Name	Location	Years of experience
Lorri Jefferson	Pinehurst, TX	5

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