Helping You Make Smart Financial Decisions

You work hard, save diligently, and are focused on preparing for retirement. But you have a few questions:

Am I On Track?

Do you wonder if you're doing everything right financially? It's hard to know if you are taking the right steps. Retirement, investments, 401k rules, etc... It's easy to feel lost and then put it off till later.

Will I Have Enough?

Not sure if you are saving enough or have put enough away to comfortably retire? You are definitely not alone. A retirement savings and income plan is essential for building wealth and preserving your assets.

What About Taxes?

Are you paying too much? Do you have a strategy to minimize your tax burden, both now and in retirement? The tax code can feel really complex, and most people feel frustrated trying to navigate through it.

See How We Can Help

What Clients Are Saying

Disclosure: No compensation was given, directly or indirectly, for the below reviews and all reviews can be accessed at the link below

Very helpful! Always professional and helps with any questions you may have. Glad I chose Justin to manage my investments.

Chase K

We are so happy to have been working with Justin since 2019. He takes the time to listen to our needs and concerns. He tailors our plan to meet our needs and help us reach our goals. He is extremely professional, yet friendly and accommodating. We feel so blessed to have him in our corner.

Ursula L

Justin Buttrick has been our financial advisor since 2010 and has always been very professional. He listens carefully to our questions and concerns and promptly returns our phone calls. We have trusted his advise through the years and our investments have continued to grow, even with the ups and downs of the market along the way. We would not hesitate to recommend Justin as a financial advisor.

Karen F

Extremely pleased with Justin and his direction for my retirement/financial choices. Very proactive, broad visioned and engaged.

Jan H

Justin takes all aspects of your life into consideration when dealing with your finances: Goals, business, personal, trajectory of your retirement and future needs and wants. I trust him with my financial decisions and you should too!

Terry L

He is clearly an expert in the investment world, but what separates Justin from others is how proactive he is. A client of his for over a year now, we are getting a level of personalized attention that we had never received from past advisers.

Nittany Design

Justin is an outstanding advisor that is detailed and still manages to keep it very simple. He listens to your needs and desires and even your fears and makes sure you have a clear understanding of where you are, where you want to go and how to get there.

Mr. C

Justin is extremely knowledgeable and professional yet approachable and down-to-earth, making the whole process less intimidating. If you're looking for an advisor to guide your investment goals, we couldn't recommend him enough!! Wish we would have found him sooner!

Hannah

Karen F

Ursula L

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The Vision Wealth Process

1) Talk with us

You are welcome to have an introductory visit with us at no charge. This is a short, get-to-know-you meeting where we can learn about each other and see if we will be a good fit working together. This can be in person, by Zoom, or just by phone.

2) Get a plan

Once we decide to proceed forward, we will design a detailed financial plan that contains specific, actionable recommendations to address any needs or issues you told us about earlier.

3) Cheers!

Your part's done, now it's time to relax! With your initial plan in place, it's now our job to take the wheel and guide you from here on out. We will follow up regularly to make sure your steps get completed and begin to monitor future progress.

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How We're Different from the Rest

The Typical Advisor

A standard service offering from the industry:

Investment Management

Retirement Advice

Tax Planning

Small Business Consulting

"Big Purchase" Planning

Cash Flow & Debt Planning

Ongoing Support & Guidance

Pennsylvania SERS/PSERS Benefit Planning

Vision Wealth Advisors

A focused process designed with you in mind:

Investment Management

Retirement Advice

Tax Planning

Small Business Consulting

"Big Purchase" Planning

Cash Flow & Debt Planning

Ongoing Support & Guidance

Pennsylvania SERS/PSERS Benefit Planning

See the Services

Meet Justin

As President & Founder, Justin has over 12 years of experience as a financial planner. Whether it’s preparing for retirement, buying a house, selling a business, or just getting organized, he will develop an intelligent plan based on your specific needs and guide you every step of the way.

After many successful years at a national brokerage firm, he founded Vision Wealth Advisors in 2011 to offer his clients a higher standard of objective advice and personal attention. Reflected in the company name is his vision of helping people align their values with their finances and providing a more tailored, personalized experience for his clients.

See the Full Bio

Helping You Make Smart Financial Decisions

We Handle the Hard Work & Planning For You.

What Clients Are Saying

Financial & tax planning designed to help you retire with confidence.

Tailored Advice For Pennsylvania State Employees

Helping You Make Smart Financial Decisions

We Handle the Hard Work & Planning For You.

What Clients Are Saying

Financial & tax planning designed to help you retire with confidence.

Tailored Advice For Pennsylvania State Employees

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