Visionary Wealth Advisors
Drew Geldbach is a seasoned Wealth Management Advisor at Visionary Wealth Advisors, with experience dating back to October 2018. In this role, Drew specializes in assisting families with their financial goals, particularly focusing on individuals nearing retirement who have pensions, ensuring they comprehend their options. Prior to this position, Drew served as a Financial Advisor at Four Seasons Wealth Management from September 2013 to October 2018, where responsibilities included developing comprehensive financial plans and offering guidance on various aspects such as estate, life/health insurance, Social Security, and tax planning. Drew holds a Bachelor of Science in Finance and Financial Management Services from Southeast Missouri State University, completed in 2013.
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Visionary Wealth Advisors
We are a company built by people who love to help others define their life goals, dream big, and accomplish what they set out to do. We are more than wealth advisors. We are Visionaries. Visionaries plan for the future with wisdom, optimism & creativity. They always look forward, inspiring their clients to envision what their future could be, pushing their limits, & encouraging them to achieve their dreams. Visionary Wealth Advisors is a Registered Independent Advisor, and like all RIA firms, we have no proprietary investments to sell, nor have any incentive to recommend funds that do not fully benefit the client. But unlike most RIA firms, we have not set any limits for ourselves. Our Visionaries have access to the whole world of investment choices. Every recommendation we make is specific and personal to the client, based on their unique situation and life goals. We work together with our clients to help them see and achieve a future greater than their past.