CHARLOTTE, NC — May 21, 2026 — Visionary Square today announced the addition of Avondale Wealth Advisors to its network of partner firms
Founded to serve those who are building something bigger than themselves, whether a thriving business, a strong family, or a lasting legacy, Avondale Wealth Advisors is known for its personalized approach to financial planning and wealth management. The firm specializes in helping business owners prepare for growth, succession, and eventual transitions while also guiding affluent families through the complexities of wealth preservation, tax mitigation, and legacy planning.
Led by Dr. Kristy Meeler, a Certified Exit Planning Advisor (CEPA®), the firm takes a proactive and holistic approach to financial planning, helping clients make informed decisions with confidence while coordinating with CPAs, attorneys, and other professionals to create comprehensive strategies aligned with their goals and values.
As Visionary Square expands, our mission remains unchanged: empowering forward-thinking, independent advisors. Through this partnership, Avondale Wealth Advisors will leverage our resources, strategic partnerships, and collaborative network to deliver an even higher standard of client experience.
We are proud to welcome the Avondale Wealth team to Visionary Square and look forward to supporting their continued growth and success.
About Visionary Square
Visionary Square (formerly Independent Advisor Alliance) is a leading hybrid RIA dedicated to helping independent financial advisors build, scale, and sustain successful businesses. Inspired by the historic role of the town square as a center of connection, commerce, and progress, Visionary Square is designed to serve as a modern gathering place where forward-thinking advisors convene to collaborate, access resources, and turn vision into execution.
The Square provides customized support across strategy, operations, compliance, technology, and growth initiatives, serving as a long-term strategic partner to independent business owners at every stage of their journey. Built on an advisor-first philosophy and a deep commitment to independence, we empower firms to execute their vision, scale with confidence, and shape the future of their businesses.
For more information, visit www.visionarysquare.com.
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Media Contact
Dana Ryan
Visionary Square
+1 (888) 430-1555