Visionary Wealth Planners LLC

Visionary Wealth Planners LLC serves individual clients — including high‑net‑worth households — and provides advisory services to employer‑sponsored retirement plans. The firm offers discretionary portfolio management, written financial planning, and limited‑scope ERISA 3(21) plan advisory services for 401(k), 403(b), pension and similar plans.

Portfolios are constructed to reflect documented goals, time horizons and risk tolerance, and the firm employs a mix of fundamental, technical, charting and cyclical analysis with both long‑ and short‑term strategies (including covered option techniques where appropriate). It frequently engages third‑party sub‑advisors and may delegate day‑to‑day portfolio management to those advisors while retaining the client relationship and performing periodic account reviews.

Noteworthy aspects include a disclosed affiliated insurance business in which the firm’s principal spends roughly 10% of his time and may receive commissions for insurance product sales, a potential conflict that the firm discloses and addresses in its policies. The firm’s provision of pension consulting and ERISA 3(21) plan services is less common among peers, and it documents clear limits on excluded plan assets and the capacity to appoint or delegate discretionary authority to other advisors.