Announcements

  • June 18, 2026
  • Gabby Tschirky

Visionary Square Launches Integrated Service Team to Elevate Advisor Support and Accelerate Growth

 Specialized service model delivers proactive guidance, streamlined operations, and tailored support for independent advisors. CHARLOTTE, NC — June 18, 2026 — Visionary Square announced today the launch of its new Integrated Service Team, a dedicated support model designed to provide independent advisors with direct access to specialized expertise, efficient communication, and enhanced operational support. The initiative [...]

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  • June 11, 2026
  • Gabby Tschirky

Visionary Square Expands Community Involvement Through Carolina Grizzlies Sponsorship

 Firm supports youth development, teamwork, and growth through local summer basketball partnership.  Visionary Square is proud to announce its sponsorship of the Carolina Grizzlies basketball team for the upcoming summer season, reinforcing the firm’s commitment to supporting growth, confidence, and community involvement.  “At Visionary Square, we believe big visions start with opportunities to learn, compete, [...]

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  • May 21, 2026
  • Gabby Tschirky

Visionary Square Welcomes Avondale Wealth Advisors

 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 [...]

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  • December 10, 2025
  • Gabby Tschirky

Independent Advisor Alliance Welcomes VIBE Wealth Partners

CHARLOTTE, NC — December 10, 2025 — Independent Advisor Alliance (IAA) is excited to announce that VIBE Wealth Partners has chosen to join its network of partner firms.  Rooted in a philosophy of vision, intention, balance, and enjoyment, VIBE Wealth Partners takes a highly personalized approach to financial planning. Led by Managing Director Colby Clark, the firm is committed [...]

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  • August 2, 2024
  • Gabby Tschirky

ENGAGE 2024 Photo Gallery

ENGAGE is where Independent Advisor Alliance (IAA) staff, affiliated advisors, and thought leaders from across the country gather to learn, network, and socialize together. This event is focused solely on advisors and made possible by our esteemed sponsors. ENGAGE is a highly interactive event intended to provide our advisors with valuable content and actionable items. [...]

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  • June 7, 2023
  • Gabby Tschirky

ENGAGE 2023 Photo Gallery

ENGAGE is where Independent Advisor Alliance (IAA) staff, affiliated advisors, and thought leaders from across the country gather to learn, network, and socialize together. This event is focused solely on advisors and made possible by our esteemed sponsors. ENGAGE is a highly interactive event intended to provide our advisors with valuable content and actionable items. [...]

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  • June 14, 2022
  • Gabby Tschirky

ENGAGE 2022 Photo Gallery

ENGAGE is where Independent Advisor Alliance (IAA) staff, affiliated advisors, and thought leaders from across the country gather to learn, network, and socialize together. This event is focused solely on advisors and made possible by our esteemed sponsors. ENGAGE is a highly interactive event intended to provide our advisors with valuable content and actionable items. [...]

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