Shouldn’t you do the same?
Many advisors are tired of being employees with little autonomy to recommend what was best for their clients. Visionary Horizons offers a contractual commitment that client relationships, along with that Book of Business, belong to the advisor. They openly welcome you into a collaborative Community Family Office ® of respected and trustworthy fiduciaries who genuinely care about all aspects of their communities and their members.
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.