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

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09/01/2026

Ask the advisors who partner with us what The Square is really like, and you will hear the same themes again and again: support that actually shows up, a team that pushes you in the right direction, and a partnership that feels less like a vendor relationship and more like family.

Independence does not mean doing it alone. It means having the right people behind you.

See what is possible when vision meets partnership: https://hubs.la/Q04w23sP0

Big news at The Square!Our Marketing Manager, Gabby Tschirky, has been named a finalist for the ThinkAdvisor 2026 Lumina...
08/27/2026

Big news at The Square!

Our Marketing Manager, Gabby Tschirky, has been named a finalist for the ThinkAdvisor 2026 Luminaries Awards in the Next-Gen Rising Stars category!

If you’ve worked with Gabby, you know this recognition is no surprise. From developing marketing strategies that move the needle to creating innovative brand solutions for our partner firms, Gabby brings creativity, partnership and a relentless drive to everything she does.

We’re incredibly proud to have her on our team and thrilled to see her recognized for the impact she’s already making in our industry.

Congratulations, Gabby!

Technology accumulation sneaks up on advisors.Peter built his stack one smart decision at a time. A CRM here. A planning...
08/25/2026

Technology accumulation sneaks up on advisors.

Peter built his stack one smart decision at a time. A CRM here. A planning tool there. Each one solving a real need.

Years later? None of them talk to each other. Keeping them connected became a full-time job.

That is the trade-off nobody warns you about.

Peter moved to our Integrated Tech Stack and spends far less time managing software. Now his workflow runs in one direction. And his time goes back to clients.

Stop patching. Start integrating: https://hubs.la/Q04vbhsn0

Every entrepreneur has a moment when the vision outgrows the bandwidth.For Ryan Schrift, it was building R.J. Schrift fr...
08/21/2026

Every entrepreneur has a moment when the vision outgrows the bandwidth.

For Ryan Schrift, it was building R.J. Schrift from $10M to $150M while staying in full control of his brand and how he serves his clients. For Joe Budd, it was realizing that running an RIA meant becoming a compliance officer, an IT department, and an HR team, all before lunch. For Kary Brownlee, CFP®, it was hitting 150 households with zero room left to grow.

Three different starting points. One thing in common: none of them scaled alone.

This World Entrepreneur Day, the story is not just about the leap. It is about what carries an advisor after they land it. A recruiting partner who delivered 4 vetted candidates within weeks. An advocate who actually picks up the phone. A team that lets you keep your name on the door and hand off the parts that were never your strength.

Advisors like Ryan, Joe, and Kary did not trade independence for support. They found both.

Real growth takes more than resources; it takes a team. Read how fellow advisors found a true partner to share the load and help scale their vision: https://hubs.la/Q04tC9L70

You do not need a technology audit to know something is off. You just need to notice the friction.Doing the same data en...
08/20/2026

You do not need a technology audit to know something is off. You just need to notice the friction.

Doing the same data entry twice. Meeting notes that take longer than the meeting. An AUM report that requires three different logins. Technology that has quietly shifted from growth engine to maintenance chore.

Four signs. One question: is your tech stack built for where your business is going, or just where it has been?

See how you can eliminate friction for your practice ➡️ https://hubs.la/Q04tBK4y0

08/17/2026

Visionary Square just got a glow-up.

You're looking at more than a rebrand. You're looking at who Visionary Square is becoming. And what that means for you.

Our new office tells the story. A bold new logo wall that marks the next chapter. Our company story that honors how we got here. And a gallery of photos of the people who make it real.

This is what growth looks like—yours and ours.

Your vision deserves a partner who evolves with you. Who invests in the future. Who shows up ready.

Welcome to the new Visionary Square. We can't wait to show you around. 👇

Happy 5-year anniversary, Kip Kiser!As Director of Insurance and Advanced Planning, Kip helps you protect what matters m...
08/16/2026

Happy 5-year anniversary, Kip Kiser!

As Director of Insurance and Advanced Planning, Kip helps you protect what matters most: your clients. His knowledge and care make a real difference every day.

Thank you for five great years at The Square, Kip. Here is to many more.

Happy 3rd anniversary to David Buzo, Chief Operations and Marketing Officer at The Square! Your leadership helps drive o...
08/16/2026

Happy 3rd anniversary to David Buzo, Chief Operations and Marketing Officer at The Square! Your leadership helps drive our growth and keeps our partners supported every day. Thank you, David.

Life happens fast. Your clients' paperwork should not slow them down when it does.Our free Legacy Planning & Critical In...
08/12/2026

Life happens fast. Your clients' paperwork should not slow them down when it does.

Our free Legacy Planning & Critical Information Checklist gives your clients a simple way to organize their personal, medical, legal, and financial information in one secure place.

Because when the unexpected hits, whether it is an emergency, an aging-related need, or a medical procedure, having everything accounted for brings your clients and their families confidence, not chaos.

Download the free resource: https://hubs.la/Q04rd7QW0

If your CRM does not sync with your portfolio system. If notes take longer to write than the meeting took. If pulling a ...
08/11/2026

If your CRM does not sync with your portfolio system. If notes take longer to write than the meeting took. If pulling a simple AUM report means logging into three systems and building a spreadsheet by hand.

None of that is broken, exactly. It is just not built to help you grow. It is built to keep the wheels turning.

Our new blog breaks down the signs you have outgrown your current stack, and what growth-oriented technology actually looks like. https://hubs.la/Q04rdk350

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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