A complete list of active advisors currently associated with Vision Wealth Planning, LLC

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

Vision Wealth Planning, LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates, and also offers separate tax preparation services and referrals to other specialists. The firm describes ongoing personal contact with clients to set goals, construct portfolios and implement strategies across accounts. Portfolios are built primarily with diversified mutual funds and ETFs and, when appropriate, individual securities, using a mix of fundamental, technical, cyclical and charting analysis with a generally long‑term focus while allowing rebalancing or shorter‑term trades to meet client needs. VWP frequently employs third‑party model managers and platforms — for example CW Advisor Solutions and Schwab’s Institutional Intelligent Portfolio Service — and conducts ongoing oversight while providing clients with periodic reports and manager disclosures. The brochure highlights a couple of practices that distinguish VWP from many peers: the firm’s principal holds accounting and financial‑planning credentials and the adviser offers fee‑based tax preparation in addition to advisory services, and the firm may introduce clients to a securities‑based lending program (SyntheticFi) that uses client assets in accounts as collateral for loans, a borrowing arrangement the adviser discloses and oversees. VWP’s reliance on independent managers and explicit provision of third‑party Form ADV materials and performance reporting are further features noted in its disclosures.

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