Visionary Wealth Advisors, LLC is an independent Registered Investment Advisory firm acting as a fiduciary for its clients.

Schwab Institutional is the primary account custodian for clients of the Overland Park Visionary office although, in some cases, another account custodian may be used.
Our Overland Park Visionaries




Our professional paths came together about 2 decades ago at the Mutual Fund Store in Overland Park. We have worked together ever since and have over 80 years of combined experience in wealth management and financial planning.
Now, we are proud to be associated with Visionary Wealth Advisors, a firm of high integrity and professionalism.

We want you to flourish.
It all starts with a plan.
Holistic financial planning gives context to Investment Management.
The financial planning process helps clients to discover if they are tracking to achieve specific goals like a particular retirement lifestyle or funding higher education expenses for children or grandchildren.
Our most successful clients also rely on us to coach them through their most important financial and life decisions, i.e. when to start taking Social Security benefits. With input from trusted subject-matter experts, we also help our clients with decisions around Medicare, retirement distributions and how to reduce taxes.
Finally, we need to consider how best to protect the plan we've built. This involves a discussion of long-term care and life insurance, as well as estate planning.
We want to be your trusted advisor.
To that end, we are glad to have an in-depth, face-to-face conversation with you. There is no charge or obligation for this meeting. Tell us about your needs, your hopes and dreams and what concerns you most about your finances. We'll listen and assess your situation. Then we'll explain our services and our competitive cost. And we'll be transparent as we answer all your questions.
We hope to hear from you soon.

OVERLAND PARK, KANSAS OFFICE
7600 W 110th St, Suite 200
Overland Park, KS 66210
913.361.7100
fax 913.361.7110
Office Hours:
Monday - Friday: 8:30 am - 5:00 pm
Saturday: By Appointment
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