CHARLOTTE, NC — September 26, 2026 —We’re excited to mark a major milestone for Chris Fallin, Senior Compliance Analyst, as he celebrates 10 years with Visionary Square! Since joining us in 2016, Chris has been an invaluable, trusted resource for our partner firms, keeping trades, communications, and everything in between running smoothly and compliant. Whether [...]
Read MoreCHARLOTTE, NC — September 12, 2026 — We’re excited to congratulate Cindy Reninger on joining Crescent Financial Group and becoming part of the Visionary Square community! Cindy joins an incredible team at Crescent Financial Group, including Gary Deese, Lisa Taylor, Ryan Tripp, Tim Moore, Sharon Herman, Angie Spencer, Elizabeth Abbott, and Michele Chisholm. We love [...]
Read MoreCHARLOTTE, NC — September 9, 2026 — We’re excited to congratulate Mark Roberts on joining MetCap Wealth Management in South Portland, Maine and becoming part of the Visionary Square community! Caden joins an incredible team at MetCap Wealth Management, including Peter Metcalf, Brianne Metcalf, and Martha Albert. We love supporting our partner firms as they grow, [...]
Read MoreCHARLOTTE, NC — August 26, 2026 — We’re excited to congratulate Caden Clamp on joining Blackbridge Financial in Irmo, SC, and becoming part of the Visionary Square community! Caden joins an incredible team of advisors at Blackbridge Financial, including Alex Lewis, Ben Orner, Joe Perritt, and Sean McCulloch. We love supporting our partner firms as [...]
Read MoreSpecialized 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 [...]
Read MoreFirm 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, [...]
Read MoreCHARLOTTE, 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 [...]
Read MoreCHARLOTTE, 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 [...]
Read MoreENGAGE 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. [...]
Read MoreENGAGE 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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