About Us – Visionary Wealth Advisors

 

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.

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Our Mission

Helping you achieve a future greater than your past.

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Our Values

Visionary Wealth Advisors was founded on strong values that will guide all of our practices, decisions & relationships.

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Faith

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.

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Integrity

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.

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Excellence

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.

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.

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Growth

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.

 

Investment Committee

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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.

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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®, 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

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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.

Giving Back

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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 Causes

Two of our Visionaries are founders of local charities, and our whole team actively supports these nonprofit organizations, Swing Fore Hope and Edwardsville Neighbors.