About Us

Hi, I’m Kevin.

You know how many families start to question whether their advisor is really on their side?

Maybe you’ve seen a familiar pattern:

  • Your advisor retired or handed you off to someone new.
  • You’re not sure if the investments you’re in are best for you or best for the firm.
  • You’re paying substantial fees but getting very little personal attention.
  • You’re dialing a call center or AI chatbot instead of a direct number.

You’re not alone in feeling that doubt. I started Viso Wealth Management LLC so that I could build relationships grounded in trust.

Here, you work directly with me, an experienced advisor who cares about your success. Viso Wealth Management LLC is a fee-only RIA. We do not take commissions or put you into any proprietary funds or strategies. We use evidence-based investment strategies and financial planning that are designed to simplify your finances and help your savings last.

What’s a Viso?

The name Viso is inspired by the two people who inspire me most, my daughters, Vivienne and Sophie (Vi + So = Viso). It’s a daily reminder that family is what truly drives us. At Viso Wealth Management LLC, it’s my mission to deliver personalized financial planning and investment advice built on trust, transparency, and lasting relationships.

My Experience

I’ve worked in financial planning and investments since 2006 before founding Viso Wealth Management in 2025. I obtained my CERTIFIED FINANCIAL PLANNER® certification in 2010, became a CFA® Charterholder in 2016, hold an undergraduate degree from the University of Maryland, College Park, and earned an MBA from Villanova University.

During my career, I have worked with a wide range of individual investors and their families as well as institutional clients, consultants, and financial advisors. While I worked at Vanguard, I was a subject matter expert for retirement income planning, Vanguard’s advisory services, and investments. I traveled the country consulting on corporate retirement plans for some of the largest companies in America, and I advised endowments and foundations in an Outsourced Chief Investment Officer capacity.

I look forward to the opportunity to get to know you and to help you and your family achieve peace of mind and financial confidence through every stage of life.