Broker Check

Are you thinking about your financial future?
Looking for a sustainable portfolio to reach your money goals?

Strategic Visionaries is a company that creates sustainable change in client’s money stories. Sustainable financial planning is what we do.

<strong>What We Offer</strong>

What We Offer

Looking for a customized financial solution?

Learn more
<strong>About Us</strong>

About Us

Woman-owned, family focused, and hardworking.

Learn more
<strong>Our Values</strong>

Our Values

We want our client goals to align with their values.

Learn more
<strong>Contact Us</strong>

Contact Us

Could your money story use a few edits or a re-write?

Learn more

“I am passionate about activating clients on their life journey. As a woman business owner in the financial industry, I am embracing my own story of financial meets fashion everyday as I creatively live my brand. If you are looking to re-create your money story, I look forward to helping you make that dream a reality.”

– Whitney Emanuel, CEO, CFP®, CRPC®.

<strong>Welcome to the family!</strong>

Welcome to the family!

Welcome to Strategic Visionaries, a financial planning company dedicated to assisting clients in re-creating money stories one client at a time. What sets us apart in the financial marketplace is that we focus on four powerful brand principles: Creativity, Helping Others, Activating Change and Social Responsibility. We provide full-service financial solutions to our clients by offering financial planning, coaching and education to create a sustainable pathway to financial life success. Our motivation is for our clients to see and experience their desired money story.

Learn more
<b>Strategic Visionaries LLC</b>

Strategic Visionaries LLC

Strategic Visionaries provides asset management & financial planning. We partner with Securities America to provide streamlined & efficient solutions. We are creative financial problem solvers and customize limitless solutions for our clients. We inspire action and refine the vision behind your financial life plan through education and eliminating fear.

Dedicated to taking clients from start to finish:


We make money a MEANS to your END by making the UNMANAGEABLE MANAGEABLE.

When's the last time you had your financial vision checked?

Schedule Your Check-Up Here

Strategic Visionaries creates sustainable change in client’s money stories.

We walk the talk every step of the way with our clients.

Book a Session

Thank you!