Visionary Wealth Advisors Email Format
Financial ServicesMissouri, United States51-200 Employees
Visionary Wealth Advisors is a financial services firm based in St. Louis, Missouri. It operates as a Registered Independent Advisor, avoiding proprietary investments and prioritizing guidance designed to benefit the client. The firm serves clients seeking comprehensive wealth management and planning, helping them define life goals and pursue them with personalized plans and a broad range of investment options accessible through the RIA model. In November 2023, Visionary Wealth Advisors added Katie Lorberg as a wealth management adviser. The firm has previously been recognized for fast growth, including a top-five ranking among fast-growing financial advisory firms in 2021.