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Justin Buttrick, MS, CFP® | Financial Advisor

Profile img for Justin Buttrick, financial advisor at Vision Wealth Advisors
Lewisburg , PA
Justin Buttrick, MS, CFP®
Financial Advisor
Owner at
Vision Wealth Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Justin is a CERTIFIED FINANCIAL PLANNER™ and holds a B.A. in Economics from Temple University, and earned an M.S. in Financial Planning from one of the top CFP® Board Registered Programs in the country at Golden Gate University in San Francisco. In addition, Justin holds the Accredited Asset Management Specialist℠ (AAMS®) designation from the College for Financial Planning. He is also a proud veteran of the United States Coast Guard, having served aboard the USCGC MOHAWK in Key West, Florida from 2001-2005.
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Specialties and Expertise

4
High Net Worth Planning
Tax Minimization Investment Strategies
Business Ownership Strategies
Portfolio Construction

Clientele

6
Retirees
Healthcare Workers
Doctors
Wealthy Families
Business Owners
Nurses

Credentials and Designations

2
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Certified Financial Planner™

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Accredited Asset Management Specialist®

Education

1
Golden Gate UniversityMaster of Science in Financial PlanningYear Obtained: 2020
Quick Facts About Justin
Years of Experience:14 yearsMember since:2022Average Account Size:$450,000Number of clients:100

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

BrokerCheck
SEC Profile
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Lewisburg , PA
Justin Buttrick, MS, CFP®
Financial Advisor
Owner at
Vision Wealth Advisors
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Advisor Disclosure
Vision Wealth Advisors, LLC is an investment advisor offering advisory services in PA and in other jurisdictions where exempt from registration.
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