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.
Helping you achieve a future greater than your past.
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.
The Visionary Investment Committee
Our Investment Committee meets quarterly to review Visionary’s separately managed account portfolios and investment lineup. This is a senior-level committee devoted to discussing investment opportunities to determine if any changes need to be made to the firm’s model portfolios. Visionary partners with Fiducient Advisors, an independent investment consultant, for asset allocation expertise and ongoing investment monitoring to ensure the firm’s model portfolios remain in alignment with the respective investment policy statements.
Investment Committee Members
- Katie Martin, CFA®, CFP®, Wealth Management Advisor and Investment Committee Chairperson
- Tim Hammett, CFP®, AEP, Founder & President
- Brad Keene, MBA, CFP®, Wealth Management Advisor, Portfolio Manager
- Selden Martin, MBA, Senior Wealth Advisor
- Ryan Barke, JD General Counsel & Chief Compliance Office
- Mike Clark, CMFC®, Partner, Senior Wealth Advisor
Visionary Wealth Advisors is pleased to work with Fiducient Advisors to help our clients achieve a future greater than their past. Fiducient, a dedicated investment consultant with 178 professionals and $226 billion in assets under advisement, provides investment research and proprietary tools for building portfolios. Visionary’s advisors can leverage these trusted investment insights to help clients reach their goals.* Together, our clients are better served than ever.
*All values are approximate as of December 31, 2020. There may be overlap in responsibilities of some research professionals.
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.
Our Visionaries our passionate about giving back to the community. Many of our causes are founded and led by our Visionary advisors, leaders and teams. We proudly support the following causes:
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. Swing Fore Hope is dedicated to impacting & financially assisting local families fighting cancer & contributing to the cutting edge research focused on eradicating this disease.
For more information, to donate or volunteer, please go to SwingForeHope.org
Casting for Hope
In 2018 Tim Hammett went on a mission trip to Uganda, Africa. During his time there he fell in love with the children of Uganda. The children's hearts were filled with joy and optimism! They had a passion for education and a desire to achieve a better life. Upon returning home, Tim and his wife, Ami, decided to establish a non-for-profit charity to support the children of Uganda. A key tenet of their charity is help others who want to help themselves.
Casting for Hope is a 501c3 nonprofit organization established in 2018 by Tim and Ami Hammett, committed to helping financially challenged children and young adults of Uganda receive a University level education.
Visionary Scott Vieregge is the leader of Help Honduras.org. Help Honduras is dedicated to changing the landscape of northeastern Honduras. The epicenter for this transformation begins with the village of Agua Blanca. It is our belief that God wants to take this region from merely surviving to a state of abundance and thriving. We believe that God will create an innumerable amount of opportunities and will be a magnet for this area in order to catapult northeastern Honduras to a thriving, Christ-focused region.
Formed in 1980, the Alzheimer's Association is the leading voluntary health organization in Alzheimer's care, support and research. The Alzheimer's Association leads the way to end Alzheimer's and all other dementia — by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.
The Crohn’s & Colitis Foundation
The Crohn’s & Colitis Foundation is a non-profit, volunteer-fueled organization dedicated to finding cures for Crohn's disease and ulcerative colitis, and improving the quality of life of children and adults affected by these diseases. They have invested more than $384 million into finding the causes, treatments, and cures for Crohn’s disease and ulcerative colitis.
The Tenth Man
The path to suicide starts with suicide ideation which then develops into a plan followed by an attempt. The mission of The Tenth Man is to challenge the reasoning of those who have started to go down the path of thinking that suicide is their only solution.
Signature Healthcare Foundation
Visionary Partner and Senior Wealth Management Advisor, Elizabeth Connelly, JD, CTFA, CISP, proudly serves as the Board President for the Signature Healthcare Foundation. Signature Healthcare Foundation’s mission is to utilize physician leadership to improve the quality, efficiency and affordability of healthcare. The organization hosts many fundraising events, including the annual Dragon Boat Racing festival each year.