About Backup


Are you...

You are not alone.

Why Us?

As a Registered Investment Advisory Firm, we deliver an independent, long-term relationship

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  • Whether we are helping you plan for retirement or save for your children’s education, Your objectives are Our objectives:
  • As an RIA, it is our fiduciary duty to act in your best interests–we are legally bound to put our clients’ interests first.
  • We will take the time to understand you and your specific financial situation
  • We will strive to ensure your needs are being met through a personal relationship and committed pursuit of your investment goals
  • We will make portfolio recommendations consistent with your objectives
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Our clients have chosen to work with us for a number of very important reasons.

They want a financial
advisor who:


  • puts their interests first
  • understands their specific financial situation
  • offers advice that reflects their goals
  • recommends investments that best fit their unique situation
  • uses a fee only structure that encourages unbiased advice

Services

Comprehensive Financial Planning

[x_text]We will construct a unique financial plan for each client. This will help in understanding where you are now, where you want to be, and how you can stay on track.[/x_text]

Asset Management

[x_text]We offer fee only, low cost, passive asset management based on Nobel Prize winning financial science.[/x_text]

Other Services

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  • Retirement Planning
  • College Funding
  • Portfolio Recovery
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Compare

CLIENT
EXPERIENCE

RIA Approach

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  • Clients
  • Independent RIA
  • Product Providers

With the RIA approach, the client and the independent RIA sit on the same side of the table, carefully selecting the product partner that suites our needs.[/x_text]

Traditional Approach

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  • Product Providers
  • Brokers
  • Customers

With this approach, the brokers are compensated by the product providers

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More About us


[x_text style=”line-height: 2;”]Danny Robles founded Vision Wealth Advisors in 2011 as a fee only independent advisory firm. As such, we are able to focus on our clients and serve only their needs. An independent firm sits on the same side of the table, working only with our client.[/x_text]

What sets us apart…

  • Independence
  • Fee only compensation
  • Experience
  • Honesty and integrity

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