closely held businesses, non-profits, and public corporations. Anticipating changes brought by health care reform, Plancorp expanded to include HR, technology, and compliance support, broadening its ability to serve business clients’ evolving needs.

As the firm grew, its services extended beyond insurance into comprehensive financial planning and investment management. Through its affiliation with Cetera Wealth Services, LLC, a registered broker-dealer and member FINRA/SIPC, Associates gained access to one of the nation’s largest independent financial advisor networks, supported by advanced technology, robust education, and a comprehensive suite of resources.

In the late 1990s, the organization further expanded by forming Financial Management Strategies, Inc. (FMS), an SEC-registered investment advisory firm providing portfolio management, financial planning, and retirement plan consulting. FMS has been recognized by Financial Advisor magazine as one of the nation’s largest advisory firms and by Crain’s as one of the largest investment advisory firms in Northeast Ohio. 

Today, Vision Wealth Management, LLC continues to evolve while staying true to its mission, empowering our Associates to deliver the advice, services, and solutions their clients need to pursue their financial goals.

The scope of our capabilities is outlined under the Products/Services section, while the expertise and backgrounds of our team can be found under Our Associates. Supported by our firm’s technology, operational infrastructure, and marketing resources, Vision Wealth Management, LLC offers an exceptional environment for financial professionals looking to build and grow an independent practice, supported by the strength and stability of a national network behind them.