To provide world-class, client-centered wealth management services, and promote our founding culture of faith, family and community.
Visionary Wealth Advisors was founded on strong values that will guide all of our practices, decisions and 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.
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.
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.