Unbiased Financial Advise

Unique Investment Approach

Life Long Relationship

Ethics and Integrity

Welcome to Visionary Private Wealth Management Group

Visionary Private Wealth Management Group is an independent Financial Planning Company, which means we do not have any proprietary products to sell you or sales goals to hit, in other words no agenda. Our mission is to help you create a wealth management strategy that effectively addresses your unique goals. With over 25 years of experience in the industry,  we are confident that we are the best firm available for managing and preserving your hard earned wealth.  We focus on you and the unique set of circumstances you and your family face. We will work with you to identify your personal needs and values, then implement and monitor a plan designed to help you pursue financial independence. We understand that you have a choice when selecting a Financial Planner. At Visionary Private Wealth Management Group, the foundation of our company is built on loyalty, trust and client satisfaction.  Our clients are our family, we are their trusted financial partner for life, and we work very hard for them. We are a Private Wealth Management Group that you can trust.

Contact Us Today and Let Us Make Your Vision a reality.


  • Institutional Solutions

    Selecting a financial advisor who will help secure the financial future of an institution, organization, endowment, foundation, or a firm’s employees is a critical decision. We believe our process and communications separate us from other investment firms. We employ a prudent process to investment selection and performance monitoring. Our purpose...

  • Financial Planning and Wealth Management.

    At Visionary Private Wealth Management Group, we believe that at the root of every goal lays a comprehensive Financial Plan that must be monitored and adjusted along the way. We use client-centric process, focused on pursuing specific milestones we create together. Our Comprehensive planning process is designed to help identify...

  • Join the Visionary Team

    Take the Leap with a safety net. No matter what your motivation for taking the leap-compensation, firm culture, quality of life-it’s important to know you’re making that decision with the support and expertise of people who have been in your shoes. The combined resources of our firm and LPL Financial...

Visit 's BrightScope Advisor Profile  

Join the JAX Chamber