EDWARDSVILLE – Visionary Wealth Advisors, a newly formed financial planning and wealth management firm, with offices in Edwardsville and St. Louis, is rapidly growing and has plans to go national within one year.
Since its founding in March 2014, the firm has added 16 advisers and reached more than $230 million in assets under management.
The firm was founded by Brett Gilliland of Edwardsville and Tim Hammett of Fenton. Both previously led financial teams at Northwestern Mutual, a Fortune 500 company. Gilliland is CEO and founder, heading the Edwardsville office; Hammett is president and founder, heading the St. Louis office.
Visionary was formed as an independent Registered Investment Advisor, which allows it to provide unbiased investment advice, with no pressure or incentive to recommend any proprietary investment or insurance products. The firm provides a visionary approach to financial planning and wealth management including retirement, college and estate planning, life, health and disability insurance and small business retirement plans.
“The idea to form Visionary Wealth Advisors came out the heartfelt desire to do more for our clients than was possible when limited to a defined pool of investments,” Gilliland said. “We wanted to open up the whole world of investment options to our clients, and be able to recommend any investment we believe will be in their best interest.”
The founders plan to grow the firm rapidly by recruiting like-minded advisers and acquiring firms that want to share their mission.
For information, call (618) 659-5151 or email email@example.com.