ENVISIONVEST

Overview

Envisionvest is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses, pension consulting, and educational workshops—with insurance brokerage capabilities. Its stated fee arrangements include asset‑based fees, hourly charges and fixed fees, which supports a mix of ongoing portfolio management and project‑based planning work. Investment activity is concentrated in publicly traded equities and exchange‑traded instruments, reflecting a clear equity preference. The firm does not identify as an active ESG investor and is not set up as a multi‑state advisory platform or a capital allocator to third‑party managers at scale. Given the combination of insurance services and advisory work, Envisionvest appears to integrate annuity and insurance solutions into client planning alongside portfolio management.

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Location & Offices