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Visionary Wealth Advisors

EST. AUM
$3,536,310,209

CONTACTS
8

CLIENT ACCOUNTS
11,041

Firm Details

Metro area St. Louis
CRD Number 169610
Website visionarywealthadvisors.com
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Overview

Visionary Wealth Advisors is a $2B RIA based in St.Louis offering service across investment management and financial planning. Visionary has model portfolios and can also customize investment solutions for clients. Visionary has also partnered with Fiducient Advisors as their consultant. Katie Martin joined the firm from Edward Jones and is now the chairperson for the investment committee. Her goal is really to provide structure around their approve list and investment models, so definitely someone to reach out to at Visionary.

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Address

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

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