Welcome to
Visionary Horizons Wealth Management
Focused on Financial Management & Life Planning
We are a Knoxville based independent financial consulting firm, offering Registered Investment Advisory services (financial planning) through Schwab Institutional, a division of Charles Schwab & Co., Member SIPC, and access to securities through Purshe Kaplan Sterling Investments (PKS). We help the good people of East Tennessee establish and maintain their long-term wealth management goals using financial planning as a foundation.
If you are a current client, you will find links to access your account, make appointments with us, get up-to-date financial information, and view useful resources that can help empower you to be more knowledgeable about your own financial plan.
If you are not currently acquainted with our firm, we have established this website so you can get a feel for how this wealth management firm can be of any assistance to you and your family’s financial needs. With more than 50 years of experience in wealth management and financial planning, we can quickly determine how our resources may help you.
We appreciate your interest in Visionary Horizons and sincerely look forward to serving you.
