About Us
Empowering you to achieve financial independence and wellness.
Our experienced team is dedicated to helping you turn your financial vision into reality through investment management, retirement planning, tax strategies, and more. But beyond the numbers, we’re people who genuinely care about your financial well-being.
Tanner Utley, RICP®
Private Wealth Advisor
I’m a lifelong Iowan with a deep passion for financial planning—one that stems from personal experience. Seeing firsthand how financial missteps impacted my family, I’ve dedicated my career to guiding others toward financial security with integrity and transparency. At VisionX, I focus on providing fiduciary advice tailored to each client’s unique goals, helping them build a future they can feel confident about.
Frequently Asked Questions (FAQs)
What types of clients do you work with?
We specialize in serving retirees, pre-retirees, and business owners. Our clients are often preparing for retirement, managing their family’s financial future, or seeking business exit planning solutions.
Are you a fiduciary – and what is a fiduciary?
Yes, VisionX Wealth Partners is a fiduciary, which means we are legally and ethically bound to act in your best interest at all times. We prioritize transparency and integrity in all of our decisions, ensuring that every recommendation we make aligns with your financial goals and well-being.
What makes VisionX Wealth Partners different from other financial advisory firms?
Unlike many firms that offer generic advice, VisionX Wealth Partners takes a personalized approach. We customize financial strategies to meet your specific goals and integrate tax planning into every aspect of your financial plan. Our unique process ensures that all elements of your financial life – investments, taxes, retirement, and more – are working together seamlessly.
How can I get started with VisionX Wealth Partners?
Schedule a complimentary consultation, give us a call at (515)-302-8551, or visit our office at 31 South 21st Street, Fort Dodge, Iowa 50501. We’ll start with a conversation to understand your financial situation and goals, and from there, we’ll create a customized plan to help you achieve financial independence.
