Our Clients

Visionary Wealth Advisors serves a diverse client base. Learn more about the services we offer to our clients:

Individuals and Families

Whether you’re just entering the workforce, well on your way to realizing success or approaching retirement, Visionary Wealth Advisors provides independent, unbiased financial advice as well as an unprecedented level of service to individuals and families. We provide the following services to our clients:

  • Goals-based planning
  • Investment management
  • Custody services
  • Insurance/risk protection
  • Retirement planning
  • Cash flow analysis
  • Estate planning
  • Tax planning
  • College planning
  • Corporate executive services
  • Securities based lending
  • Residential mortgages
  • Educational advocacy

Small to Mid-Sized Businesses

Owning a business is both rewarding and challenging. Visionary Wealth Advisors understands what is important to you and your business. We provide you the expertise needed to address your top needs. Our skilled team offers a diverse range of services to business owners:

  • Business retirement planning
  • Business evaluation
  • Business brokerage
  • Risk management planning
  • Business succession planning

Family Office

Tranquility is a state of mind achieved when one is confident that the landscape has been surveyed, items of significance have been noted, risks have been identified and mitigated, and things are in good order. Our goal is to help families create tranquility through the following services:

  • Governance
  • Investment and spending policy development
  • Philanthropic consulting
  • Custody services
  • Investment management
  • Performance measurement
  • Manager search and selection
  • Private banking services
  • Access to complex wealth solutions
  • Sub accounting
  • Financing solutions analysis
  • Risk protection
  • Tax planning
  • Freedom from wealth