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Our Mission

Vision Wealth Advisors was founded with the purpose of being an objective source of financial advice, education, and guidance for families and small business owners. We have three founding principles at our core that we believe in and emphasize throughout every client relationship:

Objectivity

As an independent financial services firm we have no corporate pressure to sell or recommend any particular type of investment or product to you, and this allows us to focus on what is truly most beneficial for your situation. We cannot stress enough how important this is in a financial relationship. When your money and financial future is at stake, objective advice is absolutely critical to ensuring you receive the proper help you need.

Education

We believe that educating our clients is the key to helping them reach their goals and making smart financial decisions, and this seems to be the ingredient most lacking today. With all the news, internet headlines, and instant information available it is easy to develop misconceptions and false ideas of what investing is. As we have seen from experience, without someone to help change these perceptions they can persist indefinitely, severely limiting your investment potential. Here we help you distinguish investment reality from investment myth.

Communication

Establishing and maintaining an open, clear, and regular channel of communication is important to us. We make a commitment to keep you updated at every step, ensure that you have regular meetings and contact with us, and provide you with state of the art technology to help you track your investments and simplify your financial life. We also encourage and solicit your feedback so we can find ways to improve our service.