At Envision Wealth Planning, we help individuals, families, and businesses align their financial strategies with their values. With over 18 years of experience, nationally recognized expertise, and a client-first approach, we design personalized plans that build sustainable wealth and meaningful impact. Discover how our team brings clarity, purpose, and performance to every financial journey.
Envision Wealth Planning was founded on a simple but powerful belief: your financial life should reflect your values, not just your numbers.
James Brewer launched Envision because he saw a need for a different kind of planning—one that honored each client’s story, integrated values into investment strategies, and provided clear, strategic guidance to calm financial uncertainty.
Today, Envision offers multiple investing options that must pass both financial and values-based standards. Our mission is to help you make smarter money moves, grow generational wealth, and feel confident about your future— all through a holistic, personalized approach.Along the way, we’ve been honored to earn recognition for our work:
Our caring team is committed to making your values-integrated investing and financial life planning experience as clear and stress-free as possible. We believe in continuous improvement and innovation, always seeking ways to better serve the diverse needs of our current and future clients.
MBA, MS, CFP®, CRPC™, AIF®, PPC®, CFSLA
James Brewer (“JB”) is the founder of Envision Wealth Planning, a Chicago-based firm dedicated to helping clients build sustainable wealth that reflects their values. With 18 years of experience and advanced degrees from MIT, JB combines deep financial expertise with a commitment to values-integrated planning. Through his Envisioneering® Financial Life Planning Process, he empowers clients to align strong returns with meaningful impact. Recognized as a 2023 InvestmentNews ESG Advisor of the Year Excellence Awardee and featured in Forbes, CNBC, and The New York Times, JB holds credentials including CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary®, and Chartered Retirement Planning Counselor™. His collaborative, practical approach ensures clients' money not only grows, but also works toward a better future.
Manager, Operations Envisioneering™
JD helps smooth the operations that support delivering our envisioneering financial life planning process. His duties encompass seeing that our financial planning, investment management, and insurance workflows run smoothly. He also helps prospects and clients get scheduled and tends to our accounts.
We serve the best interests of our clients first—providing clear, tailored guidance built around your life, not our assumptions.
We believe you shouldn’t have to choose between staying true to your values and achieving financial growth. Our solutions meet rigorous financial and values-based metrics.
We believe financial planning should be accessible, respectful, and empowering for people of all backgrounds. Our commitment to diversity, equity, and inclusion shapes how we serve clients, build our team, and contribute to a more just and equitable financial system.
Financial planning can feel overwhelming. We combine caring listening with credentialed advice to help you move forward with clarity and confidence.
We’re committed to constant innovation—rethinking processes, investing in top-tier tools, and staying responsive to client feedback.
We don’t separate money from meaning. Our approach integrates every part of your life—personal, professional, and legacy goals—into a comprehensive, sustainable plan.
