Vision Financial Services LLC

Overview

Vision Financial Services LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm operates as an owner-managed capital allocator that emphasizes equity exposure, with a clear preference for exchange-traded instruments. Its advisory services mix financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Fee arrangements are flexible—percentage of AUM, hourly and fixed fees are used depending on client needs. The adviser does not position itself as an ESG investor and maintains a single-state footprint. A notable operational characteristic is that the firm’s assets are reported as non-discretionary, indicating clients typically retain final trading authority while the firm provides advice and model recommendations. That structure aligns with a consultative relationship model rather than a discretionary wrap model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices