Financial planning for every stage of your life.

We cover your financial blind spots, so you can enjoy your day-to-day life guilt free, while building wealth for the future you envision.”


James Brewer, CFP®
Founder of Envision Wealth Planning

Don't just take our word for it.

Expertise has rated us one of the top financial advisors in Chicago for the past 5 years and one of the top financial advisors in Albuquerque!
  • Top Financial Advisor in Chicago
  • Top Financial Advisor in Albuquerque

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Our Services

At any stage in your life, we're right by your side to help you achieve the goals, dreams, and future that you envision.

Values-Based  Financial  Planning

At Envision, we help you implement values based financial planning which ensures that your financial decisions are aligned with your most important life goals and values. We’re great at finding ways to save you money and help you build wealth faster, but we’re even better at listening.

Tell us what's important to you

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