Visionary Wealth Advisors

Our Vision & Values

Visionary Wealth Advisors exists to empower individuals to achieve a future that surpasses their past. We believe in building genuine, long-term relationships with our clients, understanding their unique needs and aspirations. Guided by core values of integrity, transparency, and unwavering client-centricity, we work collaboratively to create and implement financial plans that align with their dreams and aspirations.

Who We Are

Founded by Brett Gilliland, Visionary Wealth Advisors draws on over two decades of experience in the financial wealth management industry. Our team of professionals comprises experienced financial advisors, investment specialists, and dedicated client service associates. We are passionate about helping clients achieve financial success and build lasting legacies.

Our Services

We offer a comprehensive range of wealth management services designed to meet your individual needs.

Wealth Management

• Personalized financial planning and investment strategies
• Comprehensive risk management analysis
• Goal-driven wealth accumulation and preservation
• Regular portfolio reviews and performance analysis

Additional Services

• Think Tank: Our team of experts can assist with wealth planning, business planning, and retirement planning for individuals and families.
• Investment Committee: Led by experienced professionals, this committee actively researches and selects investments to ensure optimal performance for your portfolio.
• Retirement Plan Committee: We provide guidance and support in establishing and managing effective retirement plans.
• Giving Back: We are committed to making a positive impact in our communities through strategic philanthropy.

Our Approach

We believe in a collaborative and personalized approach to wealth management. We take the time to understand your unique needs, goals, and aspirations. We then work with you to develop a customized plan and regularly monitor and adjust it to ensure it remains aligned with your evolving circumstances.

Our Commitment

At Visionary Wealth Advisors, we are driven by a genuine desire to empower our clients to achieve financial security and create a lasting legacy. We are committed to:

• Providing unparalleled client service and open communication
• Employing evidence-based investment strategies
• Maintaining transparency and accountability in all our interactions
• Building meaningful relationships with our clients through each stage of their financial journey