Go to Top


Start Your Risk Questionnaire

Financial Planning, Registered Investment Advisor, fee only

Financial Planning & Asset Management

At Visionary, we believe that at the root of every goal lays a comprehensive financial plan that must be monitored and adjusted for changes along the way.

Learn More.
Institutional Money Management,  401, retirement plan services, endowments

401(K) Fiduciary Services

Did you know, as a plan sponsor, you can delegate your investment fiduciary responsibility to a registered investment advisor and reduce your liability?

Learn More.
RIA VS Wall Street, Independent Registered Investment Advisor

Visionary (RIA) VS Wall Street

When choosing an advisory firm to invest your money with, a fiduciary relationship should be a critical component to your selection process. Here are a few key elements to be aware of.

Learn More.
Covered Call Strategy, Options, Income

Covered Call Strategy

Learn how Visionary can help you generate extra income and reduce your portfolio's volatility using our unique covered call strategy.

Learn More.

Accreditations & Memberships

  • Member of Avon Chamber of Commerce
  • Better business Bureau
  • Bright Scope