Who Is Visionary?
First Time At Visionary
Values Based Wealth Management
WE FOSTER YOUR LIFE'S WORK to create your inheritance.
As Visionaries, we go above and beyond the service of Financial Advisors. We start with a blank canvas. We come to the table with no preconceived ideas of how you should invest your assets. Our greatest joy comes from taking this journey with our clients and celebrating with them as each of the dreams they envision become reality.
Being a Visionary means uncovering what’s most important to clients and helping them achieve a life by design.
Being a Visionary means thinking very big, being a pioneer in the industry, thinking about things not everybody thinks about.
I genuinely enjoy coming to work each day and being able to contribute to a unique firm and work environment.
I enjoy the opportunity to transform a seemingly complex picture of investing and financial planning into a series of actionable steps that clients can take to achieve their financial goals.
It is so gratifying to help people articulate their dreams for the future. To work with them to achieve those visions is fulfilling beyond belief.
There is virtually nothing in the financial planning world our clients want that we cannot do.
We Can Help You
Brett Gilliland, founder of Visionary Wealth Advisors, drew off of his twenty years of experience in the financial wealth and management industry to create the Circuit of Success, a model created to inspire and promote success in life as well as in business. The beliefs shared in the Circuit of Success are part of the Visionary culture.
Listen To Our Podcast & Become Inspired.
The Circuit of Success Podcast was designed to give listeners a portal into the lives of success-driven people who have shown perseverance, courage, passion, and grit. Each week the podcast features some of the world’s most successful people in business, medicine, education, and sports. Listen today.
WEALTH is measured by OUR ACTIONS.
Passion only means something when you have compassion for others. Any company can check the box and write a check to charity. We build giving into each action we take - founding SWING FORE HOPE, EDWARDSVILLE NEIGHBORS, and SAFEPACKS- we work, we give, we grow by paying it forward each day.