Vision Financial Management, LLC
Vision Financial Management, LLC (CRD# 170003) is a financial advisory firm headquartered in Cuyahoga Falls, OH. They manage $24,056,452 in 272 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts272ACCOUNTS
Average Account Value$88,443
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Robert Winston (CRD# 3085941) is an Investment Advisor Representative working at Vision Financial Management, LLC in Cuyahoga Falls, OH and has over 19 years of experience in the finance industry. Robert Winston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Suttle (CRD# 2818780) is an Investment Advisor Representative working at Vision Financial Management, LLC in Canton, OH and has over 20 years of experience in the finance industry.