Visionary Square

Visionary Square Helping business owners execute their vision. Investment advice offered through Independent Advisor Alliance, a registered investment advisor.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AK, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NV, N

J, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY; PR

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org www.sipc.org. Independent Advisor Alliance is a separate entity from LPL Financial.

Sound familiar? None of these have to be your story.At Visionary Square, we built a community where independent advisors...
06/02/2026

Sound familiar? None of these have to be your story.

At Visionary Square, we built a community where independent advisors get the compliance support, technology, community, and strategic partnership they need to build the business they actually want.

Your vision deserves better than a horror story. https://hubs.la/Q04hJQsF0

The Square just got stronger. We are proud to welcome Dr. Kristy Meeler and her team at Avondale Wealth Advisors to the ...
06/01/2026

The Square just got stronger.

We are proud to welcome Dr. Kristy Meeler and her team at Avondale Wealth Advisors to the Visionary Square community.

Independence is better together.

05/29/2026

The rules of being found online have changed.

Google is no longer the only gatekeeper. AI tools like ChatGPT and Gemini are now deciding who gets recommended and who gets ignored.
If you have not heard of GEO yet, this is your sign to read up. Your future clients are searching. Make sure they find you.

Read the blog by our Chief Marketing Officer, David Buzo → https://hubs.la/Q04gC75X0

One year at the Square. 🎉Paul Nashawaty joined our marketing team a year ago and has made an impact from day one. Creati...
05/28/2026

One year at the Square. 🎉

Paul Nashawaty joined our marketing team a year ago and has made an impact from day one. Creative, driven, and supporting the Visionary Square brand.

We're lucky to have him on the team.

Happy anniversary, Paul. Here's too many more.

10 years of independence. 10 years of building something truly their own.Rutledge Financial Partners chose their path a ...
05/27/2026

10 years of independence. 10 years of building something truly their own.

Rutledge Financial Partners chose their path a decade ago and never looked back. A firm that reflects who they are. Clients served on their terms. Growth on their timeline.

Congratulations on 10 years of partnered independence at Visionary Square. Here's to everything still ahead.

Visionary Square was years in the making. Years of growth. Years of clarity. And an honest look at whether our brand tru...
05/26/2026

Visionary Square was years in the making. Years of growth. Years of clarity. And an honest look at whether our brand truly reflected who we had become.

The foundation? Always strong.

But the time had come to let the outside match what was inside.

You deserve a partner whose identity matches their commitment to you.

Read the full story behind our transformation: https://hubs.la/Q04gqCpw0

Today we pause to remember and honor the men and women who gave everything in service to this country.From all of us at ...
05/25/2026

Today we pause to remember and honor the men and women who gave everything in service to this country.

From all of us at Visionary Square, happy Memorial Day.

Meet Kip Kiser.Director of Insurance & Advanced Planning. Golf enthusiast. Ordained Deacon. And someone who has spent 35...
05/22/2026

Meet Kip Kiser.

Director of Insurance & Advanced Planning. Golf enthusiast. Ordained Deacon. And someone who has spent 35+ years helping you deliver the right protection to the people who matter most. Your clients.

Life insurance. Long-term care. Disability. Annuities. Kip helps you identify where these solutions fit inside your clients' financial plans and how to have those conversations with confidence.

You bring the vision. Kip helps make sure your clients are protected.

Get to know Kip: https://hubs.la/Q04gpkrg0

Most advisors who stay with their current RIA aren't staying because they love where they are. They stay because the mov...
05/21/2026

Most advisors who stay with their current RIA aren't staying because they love where they are. They stay because the move feels too complicated. Too risky. Too much to figure out alone.

But what if it didn't have to feel that way?

You get a dedicated onboarding team that guides you through every step. From day one to fully operational. Personalized to your firm. Built to get you productive fast.

Your independence shouldn't cost you momentum.

Discover how advisors are transitioning seamlessly: https://hubs.la/Q04gqwyQ0

This isn't just a word search. It's a reflection of who you are and what you're building.Advisor. Visionary. Leader. Ent...
05/20/2026

This isn't just a word search. It's a reflection of who you are and what you're building.

Advisor. Visionary. Leader. Entrepreneur. These aren't just words. They're the identity of every independent advisor who decided to bet on themselves and build something that lasts.

Freedom. Confidence. Legacy. Partner. Committed.

The word that jumped out first? That's where your story continues.

At Visionary Square, we exist to help you live out every one of those words. Whatever you're building, you don't have to build it alone.

Word Bank: Advisor, Visionary, Legacy, Confidence, Freedom, Partner, Entrepreneur, Committed, Leader

Ready to take the next step? https://hubs.la/Q04gBS7T0

Address

11215 N Community House Road, Suite 775
Charlotte, NC
28277

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18884301555

Website

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