During difficult times, are you collaborating with your coworkers to find the right answers?
We are a small but selective group of professional, successful, intelligent, and experienced colleagues who genuinely want to share their knowledge and experience with each other so that we all succeed.
Each of our advisors manage their clients’ needs from their unique perspectives and styles, yet they frequently seek the guidance and suggestions of their peers. This guidance could revolve around particular portfolio holdings for a specific client’s needs, or guidance in areas where their knowledge might not be as deep as that of another teammate such as Social Security, starting a pension plan for their own small business, etc.
Join Our Team
Since its origin in 2009, Visionary Horizons has always been about creating a company of like-minded advisors who want to create, grow, and maintain their own business without being forced to understand and perfect the entrepreneurial aspects of working in their business.
Each of our advisors begin their relationship with us by signing a contract stating their book of business is their own, and they also agree they will not poach clients from our other advisors. Once completed, our team will work tirelessly to help you with all of the aspects of helping you get started. We will coordinate all of the required actions from U4s to Notice Filings in your state to establishing master accounts in Charles Schwab to re-papering clients to our firm. We will also train you along the way on our extensive technology platforms and the use of our proprietary portfolios to get your clients back into the market quickly while aligning within their risk tolerances.