Our Difference

We bring empathy and expertise to help you clarify your financial and investing goals. We then design a customized plan and guide you through its implementation. Whether investing your values, planning to retire comfortably, tackling student loan debt, etc., we’ll help you build what you envision.We care about serving the best interests of our clients. We believe in continuous improvement to better serve our clients. Whether engaging through our multiple investing platforms or our six step Envisioneering™ Financial Life Planning Process, we’ll help you  stay true to your values and goals. In order help you, we invest heavily in investing and planning tools, such as  Advyzon, Morningstar Workstation, MoneyGuideElite, Holistiplan, PayforEd, fpPathfinder, YourStake and others in that pursuit. We don’t believe that money should be separated from the life that it serves. We are prepared to help the holistic you.It is one thing to have tools, it is another thing to know how to properly use them. Our Visionary, James Brewer, currently holds the Certified Financial Planner, Accredited Investment Fiduciary, Professional Plan Consultant and College Funding and Student

Credentials to Serve Your Best Interest

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We are investment fiduciaries, required legally to work in your best interests known as fiduciary. Our investment fiduciary credentials include: Envision Wealth Planning is a State of Illinois, Registered Investment Adviser Series 65, investment adviser representative

Accredited Investment Fiduciary®

CFP® professional

A CERTIFIED FINANCIAL PLANNER™ professional (CFP®), we take an even higher fiduciary oath.

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Why Choose Us

Envision Wealth Planning was built by re-imagining what values integrated investing and financial life planning should mean. Envision Wealth Planning wants to help you make smarter money moves while honoring your values and calming financial uncertainty. We offer multiple investing options to serve your potentially diverse needs. These solutions have to pass both financial and values metrics. Our mission is to help you gain confidence and create generational wealth through strategic and enlightened financial decisions. We have a special heart for those who have been underserved by traditional money firms.

Find Out If We
Are a Good Fit For You?