Vision Wealth Advisors
Discover how we can help you plan for a confident retirement.
To understand if we are a good fit, start by completing the form below. If so, you will be invited to book a meeting where we can begin to help you build a clear plan for your financial future.
Please note: We build long-term planning relationships (annual engagements and beyond). If you're looking for one-time hourly advice, we may not be the right fit — but we're happy to point you in the right direction.
Common Questions, Answered
Watch the videos below for quick answers to common questions about our planning process, fees, and what to expect before your first call.
Meet Justin
Justin Buttrick, CFP®
Founder & Lead Advisor
With over fifteen years of experience in financial planning, I help people approaching retirement navigate the decisions that matter most: how to invest, how to manage taxes, and how to turn decades of saving into a plan they can live confidently with.
Before founding Vision Wealth Advisors in 2011, I served as a U.S. Coast Guard officer, boarding drug vessels in the Florida Straits. That experience instilled something that carries into every client relationship: an appreciation for preparation, for running through scenarios before they happen, for knowing your plan so well that when something unexpected occurs, you're not caught flat-footed.
The same mentality applies to how we build retirement plans. We're not looking for the good-enough answer. We're looking for the right answer for your specific set of accounts, your tax situation, your family structure, and your goals. We read the academic literature. We follow the actual researchers doing the real work on sustainable withdrawal rates, Roth conversion optimization, and sequence of returns. And we apply it to your situation rather than defaulting to rules of thumb that may or may not fit.
We don't take on every client intentionally, so we can give our best work for the ones who are the right fit. We very much want to see you do well, and we aren't satisfied with anything less than excellent work on your behalf.
Most Advisors Manage Investments. We Build Retirement Plans.
The majority of advisors put you in a diversified portfolio, rebalance it once a year, send you a quarterly statement, and call that wealth management. The tax strategy, if it exists at all, gets outsourced to your CPA. The Roth conversion conversation never happens proactively. The Social Security decision gets a generic answer. That's not what happens here.
Proactive Communication
We bring ideas and decisions to you year-round. If a tax law changes or an opportunity opens in your Roth conversion window, you hear from us.
Written Decision Frameworks
Investment policy statements, withdrawal strategies, and contingency plans, all documented in advance so you're never making emotional decisions under pressure.
Fee-Based, No Conflicts
No commissions, no proprietary products, no revenue requirements filtering our recommendations. The advice is the advice because it's the right one.
Know Exactly What You're Paying For
We believe you should understand what you're getting before you ever pick up the phone. No hidden fees, no surprises, no sales pitch. Here's how our two service options work:
Flat-Fee Planning
From $10,500/Year
Best for those who prefer to manage their own investments but need expert guidance on the planning side.
- Comprehensive financial plan
- Retirement income & withdrawal planning
- Tax analysis & strategy
- Social Security timing optimization
- Unlimited meeting time
- Ongoing guidance & adjustments
Planning + Investment Management
0.30% – 1.25% of AUM
Best for those who want their total financial picture — investments and personal finances — managed by a professional.
- Everything in Flat-Fee Planning
- Ongoing investment management
- Coordinated distribution strategy
- Tax-loss/gains harvesting
- Account selection & optimization
- Year-by-year income adjustments
How It Works
Talk With Us
A short introductory meeting at no charge. We learn about your situation and see if we're the right fit. No pressure, no sales pitch.
Get a Plan
We build a detailed, actionable financial plan together — specific to your accounts, your tax situation, and your goals.
Ongoing Partnership
Your plan is in place. From here, we monitor, adjust, and proactively bring you ideas as your life and the tax landscape evolve.
Both options are structured as ongoing annual engagements. We do not offer hourly, one-time, or short-term project-based planning. If you're looking for a quick second opinion or a one-off review, we're happy to refer you to someone who specializes in that.
Based in Central Pennsylvania. Working Nationwide.
We're based in Lewisburg, Pennsylvania, about five minutes from Bucknell University. Many of our clients are in central PA, but we work with people across the state and across the country by Zoom and phone.
Our YouTube audience is national, and a significant portion of our clients found us online from states like New Jersey, New York, California, and Illinois. If you're looking for a financial planner who'll actually get to know your situation and not hand you off to a junior associate or an algorithm, geography isn't a barrier.
Local Service Areas
Ready to Stop Carrying This Alone?
You've spent 30 years saving, working hard, and making smart decisions. The last thing you want is to spend the next chapter managing spreadsheets and second-guessing tax decisions. Schedule a call to see if we're the right fit.
Start at Step 1
Vision Wealth Advisors