FINANCIAL VISION LLC

Overview

Financial Vision LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a relatively concentrated practice—28 clients across 122 accounts—and favors equity-driven portfolios. Its stated business activities center on fee-based financial planning and discretionary portfolio management, delivered under a fixed-fee structure. The adviser does not present itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. The practice appears tailored to higher-net-worth households: the average client size sits in the multimillion-dollar range and the firm’s asset mix indicates a preference for exchange-traded equities supplemented by more traditional pooled products and select alternatives. Financial Vision LLC lists a law firm among its industry affiliations, which may reflect a relationship model oriented toward tax, estate or legal coordination for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices