We Share Your Vision
A financial advisor should feel like a true partner and advocate through every stage of life. Vision Capital Management is an established independent employee-owned firm committed to caring for clients, their assets, and providing thoughtful investment management.
Vision Capital Management was founded in 1999 by a mother, Sue McGrath, and daughter, Marina Johnson, who wanted to create a different kind of wealth management firm.
We create a comfortable, welcoming space where you can learn, ask questions, and have meaningful conversations that support your financial goals.
Learn More About VCMIYears of trusted service
Independent, fiduciary advisor
Employee-owned, majority women owned
Clients served nationwide
What We Offer
As an independent, fee only financial advisor, our recommendations are never tied to commissions or proprietary products, so advice remains focused on your financial goals. We combine comprehensive financial planning and professional investment management to create low cost, tax efficient portfolios aligned with your long term retirement goals.
Financial Planning
We believe your investment strategy should reflect your financial goals which is why our financial planning services are included in our investment management fee.
Learn MorePersonal Investing
As an independent, fee-only financial advisor, we aren't incentivized to recommend specific types of investments and are free to design a low-cost investment strategy targeted to your specific vision.
Learn MoreWealth Management
We provide comprehensive wealth management services including tax planning, estate planning, and charitable giving strategies to help you protect and grow your wealth while creating a lasting legacy.
Learn MoreLife Is About Transitions
Your financial stability and well-being is intricately linked to how you handle the major events life throws your way. We're here to listen and help you gather the information you need so you have the financial perspective to navigate forward with confidence.
Certifications & Associations
Our team holds the highest professional certifications in the financial planning industry, ensuring you receive expert guidance.
Frequently Asked Questions
Have questions? We're here to help.