Kevin Megargel, CFA, CFP®, MBA
Founder, Financial Planner

I founded Viso Wealth Management to help families and professionals make thoughtful, coordinated decisions about their wealth.

Clients work directly with me. My approach is simple: understand your priorities, lifestyle, and legacy, then design strategies that align investments, planning, and financial decisions with the life you want to live. I take the time to understand what success looks like for you and your family, and I provide ongoing oversight as your plan evolves.

I look forward to the opportunity to get to know you and to help you and your family achieve clarity, confidence, and peace of mind with your finances.

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Experience

I have worked in financial planning and investments since 2006, serving families, professionals, and institutions.

Over the course of my career, I have advised high-net-worth families, consulted on corporate retirement plans for large public and private companies, and served Endowment & Foundation clients in an Outsourced Chief Investment Officer capacity. My work has also included conducting due diligence, evaluating performance and risk, and ongoing oversight of investment managers.

My investment philosophy was shaped during fifteen years at The Vanguard Group, an organization built on the principles established by its founder, Jack Bogle.

These experiences reinforced my belief in long-term discipline, transparency, and acting in clients’ best interests.

Certifications & Education

CERTIFIED FINANCIAL PLANNER® professional

CFA® charterholder, CFA Institute

Master of Business Administration, Villanova University

B.S., University of Maryland, College Park

What does the name Viso mean?

The name Viso comes from my daughters, Vivienne and Sophie.

Vi + So = Viso

It is a daily reminder that family drives what matters most.