Great financial planning doesn’t happen by accident. It happens by design. Learn how we do it.

 

At Vivid Advisory, we help busy professionals simplify, streamline, and optimize their financial lives so they can feel confident they’re building the life they’ve always wanted without having to dedicate their valuable time to the process.

Through our comprehensive financial planning process, we help clients use their resources to enjoy life, build wealth, and most importantly feel confident and secure in their financial future.

From early on in your career up and through retirement, the advisors at Vivid Advisory are here to guide you.

In The Media

As a leader in wealth management, we are often sought out for our expertise by various media sources. You may have seen us in the following:

Seen in Financial Planning, Ebony, Harlem World, and Black Enterprise

Our Mission

Vivid Advisory is on a mission to make a $1Trillion financial impact by providing clarity, comfort, and a consistent financial planning experience to individuals, families, and small businesses. 

In addition, we are committed to advocating for financial literacy in underserved communities to empower others to achieve generational wealth through the pursuit of happiness.

Financial Planning That Works For You

  1. Prioritize what’s most important to you. Our financial planning conversations don't begin with your finances. Instead, they start with you - your life, your family, your priorities, and goals.
  2. Get a financial plan that works for you. Build a plan that allows you to do the things you've always wanted to—without having to worry if you can.
  3. Work with a financial planning professional who will keep it real and keep you on track. Your financial advisor should be your guide and your biggest supporter but should always be honest and transparent with your best interest at heart.