Money has an interesting effect on marriages. For some, it can shine a light on conflict – and enlarge it. We want you to embrace a different view of marriage and money.

As we welcome the holiday season, Vizionary is excited to share this spirit of philanthropy with our clients. In lieu of Christmas gifts this year, we’ve decided to donate a total of $15,000 to charities near and dear to our clients' hearts.

We recently hosted special guest Erik Ogard, CIO at WealthPlan Group, to discuss pressing investment questions like portfolio construction, labor unions, housing market dynamics, and the impact of rising interest rates

Hello clients and friends! We are hosting a fundraiser at our house for Bushels of Blessings, a gleaning organization located in Carney's Point that provides fresh fruits and vegetables to local area food pantries.