Visionary Horizons, LLC is committed to building a nationally competitive firm by establishing Community Family Offices™ for advisors to bring sophisticated wealth management strategies to local offices. Visionary Horizons’ employees and advisors will not only have a fiduciary duty to clients, but also a profound and deep personal responsibility to the long-term wellbeing of the family relationships we serve.
Our primary mission is to provide a family office environment for our advisors to customize their practice to the needs of their specific clientele. We can do this by providing enhanced technology and resource support through economies of scale and proprietary software at a national level. This allows each advisor or office to work more diligently with their clients and their community to enhance the quality of life for all the family relationships we serve.