A complete list of active advisors currently associated with Vision Wealth Advisors, LLC
Warmer can help you find a great advisor at Vision Wealth Advisors, LLC or one who fits your needs even better.
Vision Wealth Advisors is an independent, single-advisor SEC-registered investment adviser managing roughly $104.6 million for about 200 clients. The firm provides investment management, both project-based and ongoing financial planning, and retirement plan consulting for individuals, high-net-worth clients, employer plan sponsors, and businesses. The firm develops individualized investment policies and implements asset allocation using a blend of passive and active strategies, with discretionary authority for managed accounts. VWA may use Outside Managers and model-based portfolios (including access to Schwab’s Model Market Center) and conducts regular account reviews to monitor alignment with client objectives and risk tolerance. Distinctive features include providing retirement plan consulting to employer plan sponsors and acting in an ERISA fiduciary capacity, a service offering that is relatively uncommon for solo independent advisers. The firm also combines access to multiple custodial platforms and institutional tools (Altruist, Schwab, LPL) with both ongoing and project-based planning engagements.
To learn more about the advisors currently working at Vision Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lewisburg, PA
| 17
|
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