As Visionaries, we go above and beyond the service of Financial Advisors. We start with a blank canvas. We come to the table with no preconceived ideas of how you should invest your assets. Our greatest joy comes from taking this journey with our clients and celebrating with them as each of the dreams they envision become reality.
Brett Gilliland, founder of Visionary Wealth Advisors, drew off of his twenty years of experience in the financial wealth and management industry to create the Circuit of Success, a model created to inspire and promote success in life as well as in business. The beliefs shared in the Circuit of Success are part of the Visionary culture.
Brett Gilliland, founder of Visionary Wealth Advisors, drew off of his twenty years of experience in the financial wealth and management industry to create the Circuit of Success, a model created to inspire and promote success in life as well as in business. The beliefs shared in the Circuit of Success are part of the Visionary culture.
Services
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. Visionary Wealth Advisors was founded on strong values that will guide all of our practices, decisions & relationships.
We begin with a mutual discovery, discussing your needs, concerns, hopes and dreams for the future. As Visionaries, we go above and beyond the service of Financial Advisors. We hope to inspire you to envision the best possible future for yourself, your children, and even your grandchildren. Our Visionaries embrace your life goals as if they were our own and put forth a unique and innovative financial plan to get you there.
The Circuit of Success Podcast was created to help you on your journey towards success in life and in business. Every week, Brett sits down with innovators and great thinkers throughout many different industries, each with a different inspirational message that will foster your growth and cultivate your successes as a whole.
Have autonomy to build your practice how you want to build it-without sales goals or quotas. Create and manage your clients portfolios OR utilize the Visionary Investment Management portfolios. Be a part of the Visionary team environment and welcoming culture, while building your own practice. Visionary Wealth Advisors is seeking a motivated, driven individual for their Wealth Management Advisor role in Jackson, MO.
View your financial picture with an integrated and interactive reporting dashboard and access your document vault. View all your finances including your 401k, annuities, 529 plans, documents in your Vault, cash flow projections, insurance summary, net worth statement, and TD Ameritrade or Charles Schwab account.
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