Independent Financial Services Ohio

Our History

Vision Wealth Management, LLC. The name describes the role our Associates play in the lives of our clients as we seek to create, grow, organize, and protect a client’s wealth. We work to develop ongoing professional, personal, and proactive advisory relationships with our clients. Through a firm-wide approach, we act as the primary resource to provide clients with advice, services, and products that will enable each to pursue their personal or business financial goals.

Jeffrey C. Knox, Founder and CEO, left a national insurance and investment company in October, 1988, to open Plancorp, Inc, an independently owned employee benefits and financial services organization. For more than a quarter century, Plancorp, Inc. has

provided life and health insurance products to clients along with employee benefit services and group insurance products to closely held businesses, non-profit organizations, and public corporations. Recognizing that healthcare reform would cause a change to the way companies provide benefits to their employees, Plancorp, Inc. expanded its scope of services to include HR, technology, and compliance solutions.

As the life insurance and benefit business grew, the organization expanded its reach into the financial services business. Firm Associates are registered with Cetera Advisor Networks LLC, member FINRA/SIPC, part of Cetera Financial Group, Inc. which is the second largest independent financial advisor network in the nation by number of advisors. Through Cetera, Associates have access to comprehensive broker-dealer and registered investment adviser services to serve the needs of their clients. Moreover, Cetera provides a broad spectrum of educational opportunities and an innovative technology platform to help Associates grow their individual practices.

In the late 1990’s, the investment advisory business was in its beginning phase and the organization once again branched out to provide innovative financial solutions through the formation of its independent investment advisory firm, Financial Management Strategies, Inc. (FMS). The SEC registered firm provides investment management, comprehensive and specific need financial planning, and retirement plan services. According to Financial Advisor magazine, FMS is one of the “Top 50 Fastest-Growing Firms” and one of the “National Largest Investment Advisers”.*

By having a separate and independent firm, Associates have options when providing advisory services to clients. For retirement plan clients, FMS has developed a proprietary 401(k) platform and acts as a fiduciary adviser to plans under Department of Labor regulations. Few local firms have similar programs that can conform to ERISA and PPA guidelines. For individual asset management, affiliated investment advisers are free to utilize one of Cetera’s wealth management platforms, personally manage client assets through FMS, or have FMS manage client accounts for the Adviser. Financial planning services can be provided to clients by FMS or by the Adviser.

Over the years, our name and the products and services have changed but the firm’s mission has remained the same …to enable our Associates to provide clients with the advice, services and products to meet all their individual and corporate planning needs. Under the “Products/Services” tab, the breadth of what we can provide is clear. We have developed a national network of experienced financial professionals and the exceptional backgrounds and experience of our Associates can be found under the “Our Associates” tab. Combine those factors with our firm’s technology, support infrastructure, and marketing services, affiliating with Vision Wealth Management is the best choice for the financial professional looking to develop and grow a practice in an independent environment.

*Financial Advisor Magazine; July, 2021.