Welcome to Vision Financial Group
Our Mission is to serve clients by using our investment and wealth management expertise to guide them in being faithful stewards of their assets and to create long-term relationships built on trust.
Meet the Vision Team
Objective Advice,
Uncommon Solutions
Vision Financial Group was founded in 2000 by Ryan Elenbaas and 2 other partners. Despite the extreme market volatility that followed, the firm grew, adding advisors, and increasing their clientele almost entirely through referrals. In the past five years alone, it has grown by 30 percent. Almost all new clients were referred to the advisors by others they trust, and an increasing number are second or even third generation clients.
Honored to be the recipient of the following local awards:
Holland Sentinel Readers' Best of West Michigan Top 3 Winner - Investment/Retirement Planning Firm category, 2010-2015, and Holland Community's Choice Awards Best of the Best Top 3 Winner - Investment/Retirement Firm category, 2016-2022, are based on a poll of Holland Sentinel's readers allowing the issuance of ratings in the ordinary course of business through its annual award program. All third party ratings are date stamped at the time the rating was given, and if dated prior to the year awarded, may not reflect our current offerings or services. No compensation was provided directly or indirectly in connection with obtaining or using the third party rating.
The Vision Financial Group Process
The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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Do you have a coordinated Income Plan keeping you on course to your goals?
An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.
Is your portfolio prepared for the transitions in your financial life?
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.
Timely Market Insights
Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets.
