# Vision Wealth Planning

Vision Wealth Planning is a Multi Family Office based in Glen Allen.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Glen Allen
- **Region:** North America
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** vwplanning.com

## Regulatory record

- **CRD number:** 165456
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165456

## About

Vision Wealth Planning, LLC is a Registered Investment Advisory firm founded to meet the wealth management goals of individuals and families. It combines sophisticated financial planning with expert investment management solutions and operates as a fiduciary offering unbiased advice. The firm is not affiliated with any investment management or banking organization and covers investment strategy and planning, tax planning, estate planning and philanthropy.

## People

- Mark Smith — President
- Debbie Smith — Chief Operating Officer

## Questions

### Who runs investment decisions at Vision Wealth Planning?

Vision Wealth Planning does not publicly name specific principals or investment committee members. As an RIA, investment decisions are made by the firm's advisory team under fiduciary obligation, but individual names are not disclosed in public materials.

### What services does Vision Wealth Planning provide beyond investment management?

The firm offers integrated financial planning, estate planning, tax strategy, retirement planning, and risk management. This holistic approach distinguishes it from pure asset managers by coordinating multiple aspects of family wealth across a single relationship.

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Last updated: 2026-08-11T15:08:32.892Z

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