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Visionary Planning & Investment, LLC

EST. AUM
$18,831,900

CONTACTS

CLIENT ACCOUNTS
163

Firm Details

Metro area Denver
CRD Number 287739
Website visionaryplanningandinvestment.com
Client types

Overview

Visionary Planning & Investment, LLC is a Colorado state-registered independent RIA (CRD #287739) founded and led by Chris Landry, a former Charles Schwab VP who managed over $256M in client assets. The firm offers personalized financial planning and investment management to individuals and families in Colorado, emphasizing diversification, cost efficiency, and fiduciary advice. In June 2026, Visionary was integrated into Wright Investors' Service, Inc., a nationally recognized Connecticut-based RIA with a 60-year legacy, to expand Wright's private wealth management platform.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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