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Why work with the Shared Vision Wealth group?

If you’ve ever been a customer of a big retail brokerage firm, you probably had limited interaction with your advisor. At Shared Vision Wealth Group, there is a distinct difference. Because of our team, our process, and the fact that our firm is an independent, fee-only RIA fiduciary, you’ll get an entirely different experience.

The Shared Vision Experience

Deeper Connection

We choose to work with a limited number of client households for two main reasons:

  • So we can dedicate much more time to each of our clients and offer customized advice and a truly unique experience.
  • So we can focus our efforts where they will be the most impactful and, therefore, of greatest value to the lives of those we serve
Team of Experts

Our team of highly experienced professionals is well-equipped to help you navigate the most challenging, complex, and often stressful facets of your life.

Holistic Advice

We develop plans and tailor advice to address a multitude of financial issues and decisions you may face, not just your investments.

Fee-Only Relationship

As fee-only, independent advisors, we are only compensated by our clients for the advice we provide and the responsibilities we take on their behalf. Unlike many other financial advisors who earn commissions for selling products, we provide transparent and unbiased recommendations.


Take Control of Your Future Today

If you’re ready to work with a financial planning firm that will truly understand you and your goals and create a tailored plan, let’s get started.

(760) 349-1750

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP®certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.