Visionary Wealth Advisors provides best-in-class, independent, wealth management services customized to your individual needs. Our vision allows you & your family to realize your full financial potential.
To provide world-class, client-centered wealth management services, & promote our founding culture of faith, family & community.
Visionary Wealth Advisors was founded on strong values that will guide all of our practices, decisions & relationships.
We have faith in God to guide us and give us the courage to make the right choices, even if what’s right is not the easiest choice. We have faith in each other, and will always maintain a culture that is supportive and desiring of success for each other.
The firm will act with the highest degree of integrity in all that we do. We will maintain a culture that expects and honors good morals, honesty, trust and uncompromising ethics.
We will exceed expectations in all that we do. We will be continuous students of our industry to stay on the cutting edge of financial solutions and technology. We will provide relentless service to our clients, always putting their needs first.
Our firm will actively engage in philanthropy. We recognize that we are blessed in many ways and will give generously of our time, talent and treasure for the good of the communities we serve.
We will proactively seek to grow in all areas – personally, professionally and spiritually as individuals and as a firm. We will embrace change and serve as leaders to our clients and the community.
Think Tank & Investment Committee
We strongly believe in a team approach to investment management and make it a daily quest to ensure that all our clients' investments are properly allocated and in line with their personal goals and objectives. We have a Think Tank and Investment Committee who work behind the scenes to oversee all investments and serve as a resource to our advisors.
The Visionary Think Tank
Under the guidance of Tim Hammett, Visionary Founder; John Fischer, Brad Keene and Taylor Knight provide in-depth research for our Visionaries and manage the assets of the firm. They developed and follow a disciplined research process that covers numerous criteria, all for the purpose of ensuring client assets are allocated properly to meet their goals.
The Think Tank meets daily to review client portfolios and to discuss investment strategies with our Visionaries. This team approach means every Visionary client has highly experienced CFPs and Portfolio Managers working in their best interest to help them build wealth and achieve or exceed their goals.
The Visionary Investment Committee
Our Investment Committee meets quarterly to review the investment processes our Think Tank is using, and determines if any changes need to be made to client portfolios. The Investment Committee monitors all investments for performance and results. This is a senior level committee devoted to ensuring our clients’ portfolios are always on track with their goals, and that we are providing the best investment opportunities the market has to offer.
Investment Committee Members
- Mike Clark, CMFC®, Senior Wealth Advisor
- Rich Collop, CFP®, CLU®, ChFC®, Wealth Management Advisor
- John Fischer, CFA®, CFP®, Chief Investment Officer
- Brett Gilliland, Founder & CEO
- Tim Hammett, CFP®, AEP, Founder & President
- Brad Keene, CFP®, Wealth Management Advisor, Portfolio Manager
- Taylor Knight, Think Tank Analyst
- Selden Martin, Managing Director of Business Development, Senior Wealth Advisor
How Our Independence
Gives You Financial Freedom
Visionary Wealth Advisors is an independent Registered Investment Advisor, and like all independent firms, we have no proprietary investments to sell, nor have any incentive to recommend funds that do not fully benefit the client. But unlike most independent firms, we have not set any limits for ourselves.
Our Visionaries have access to the whole world of investment choices. Every recommendation we make is specific and personal to the client, based on their unique situation and life goals.
Beyond financial planning, our Visionaries will work as your advocate for growing your wealth, and as your financial concierge to make it easier for you to achieve your financial goals, and to enjoy the journey along the way.
Spirit of Generosity
We believe in giving back to the communities in which we live and work, and helping those who are less fortunate. Each of our Visionaries and staff are personally committed to supporting their own charities, and as a company we are committed to giving. We encourage our clients to make philanthropy part of their financial and estate planning.
We are eager to grow and expand as a company and are excited that with our growth comes a greater opportunity to give back.
Two of our Visionaries are founders of local charities, and our whole team actively supports these nonprofit organizations, Swing Fore Hope and Edwardsville Neighbors in Need.
Swing Fore Hope
Visionary Founder, Brett Gilliland and his wife, Julie, founded Swing Fore Hope after Julie’s mother, grandmother, and two aunts were all diagnosed with cancer within a seven-month period. Soon after, both Brett’s and Julie’s fathers were also diagnosed with cancer.
Swing Fore Hope raises money for cancer research and to help families through the financial hardship that comes with battling cancer. They help with mortgage payments, medical bills, transportation to and from treatments, medical equipment, Christmas gifts and other needs.
Each year, Swing Fore Hope has a golf tournament at Sunset Hills Country Club in Edwardsville, IL, which is the main fundraising event. They also have a horse racing event and a 5K and Fun Run. Since 2007, Swing Fore Hope has raised over $300,000 for cancer research for Siteman Cancer Center, and to directly help families.
For more information, to donate or volunteer, please go to SwingForeHope.org.
Edwardsville Neighbors in Need
Visionary Managing Director, Chad Opel and his wife, Kathie, founded Edwardsville Neighbors in Need along with their family. It began as a stand-alone fundraiser to benefit the Greg Seibert Foundation after Chad’s stepfather suffered a spinal stroke.
After witnessing the success of the event, and the outpouring of generosity in the community, the Opel family was inspired to form Edwardsville Neighbors in Need to help other families experiencing financial hardship from a medical crisis.
The fundraising events are extremely popular. Taste of Edwardsville, which involves area restaurants and provides an evening of great food and entertainment, is now in its sixth year, and sells out. The other fundraiser is the Turkey Trot, a 5K run on Thanksgiving morning, which not only raises money, but allows the participants to burn all the calories they need to before indulging in their Thanksgiving dinner.
For more information, to donate, or nominate a family in need, please go to EdwardsvilleNeighborsinNeed.org.