About

Experienced and Ready to Serve

Many people have good intentions when it comes to handling their finances, but whether it is the business of the day-to-day, or the information overload that can happen with investment choices and data, many good intentions can go array.  Investment accounts can become neglected, or the process of getting started just never happens. Financial Transparency can help.  We want to create a better financial world for our clients. We are here for our clients every day, whether it's getting a new investor started towards their dreams, providing ongoing support and guidance to active investors, or a second opinion to an investor who is wondering how their investments rank compared to what they could have had. When determining how we serve clients, we decided that acting solely as a fiduciary, was in our client's best interests. So, Envision Financial Transparency, LLC was founded in North Carolina in June of 2018, by Emily Keagle. The firm is a registered investment advisory firm with the United States Securities & Exchange Commission. We manage more than $225,000,000 in client assets, updated February 2019.

Emily Keagle, Managing Member

Emily Keagle has been serving clients and advisors for eighteen years.  Her experience brings a unique and comprehensive package to those she works with.  She has consulted to dozens of advisors who are both new in the business and seasoned professionals. From training advisors on asset allocation, trading strategies, and comprehensive wealth management options, including insurance components.  She has personally worked with client accounts that are over a billion dollars- large pensions, and municipal assets, as well as individuals just starting out in the world of investing.  Her hard work ethic, attention to detail, and dedication to fairness, assisted her in becoming a vice president and chief compliance officer for a financial consulting firm in Michigan for nearly a decade. After moving to North Carolina to be closer to her family, she made the decision to leave the consulting firm, and is thrilled to now be able to bring her knowledge and talents to a new family of clients and advisors.

A Fiduciary

The Difference Really Does Matter

As a registered investment advisory firm, we work with our clients in a fiduciary capacity.  This is not a add on service, or something that applies only at certain times.  We always have a legal duty to put our clients needs first and to act in their best interest.  We appreciate the fact that our clients often have put their retirement nest egg in our hands for growth and protection, and we take that faith in us seriously. Here are some of the ways that as a client you will see a fiduciary duty in action: We do not accept promotional money from investment product, mutual fund, managers. We do not participate in award programs, that reward advisors with things like trips for directing client money to certain investments. In looking at the client quarterly reports, you will see that we show you how the investments are selected and monitored based on qualitative numbers.
Envision Financial Transparency LLC, a Registered Investment Adviser                               © 2019 Envision Financial Transparency, LLC. All rights reserved. ADV Part 2 Disclaimer|  Privacy Policy | There is no representation made as to the future results of Financial Transparency’s programs or if they will be profitable. Past performance does not guarantee future results.

About

Experienced and Ready to

Serve

Many people have good intentions when it comes to handling their finances, but whether it is the business of the day-to-day, or the information overload that can happen with investment choices and data, many good intentions can go array.  Investment accounts can become neglected, or the process of getting started just never happens. Financial Transparency can help.  We want to create a better financial world for our clients. We are here for our clients every day, whether it's getting a new investor started towards their dreams, providing ongoing support and guidance to active investors, or a second opinion to an investor who is wondering how their investments rank compared to what they could have had. When determining how we serve clients, we decided that acting solely as a fiduciary, was in our client's best interests. So, Envision Financial Transparency, LLC was founded in North Carolina in June of 2018, by Emily Keagle. The firm is a registered investment advisory firm with the United States Securities & Exchange Commission. We manage more than $225,000,000 in client assets, updated February 2019.

Emily Keagle,

Managing Member

Emily Keagle has been serving clients and advisors for eighteen years.  Her experience brings a unique and comprehensive package to those she works with.  She has consulted to dozens of advisors who are both new in the business and seasoned professionals. From training advisors on asset allocation, trading strategies, and comprehensive wealth management options, including insurance components.  She has personally worked with client accounts that are over a billion dollars- large pensions, and municipal assets, as well as individuals just starting out in the world of investing.  Her hard work ethic, attention to detail, and dedication to fairness, assisted her in becoming a vice president and chief compliance officer for a financial consulting firm in Michigan for nearly a decade. After moving to North Carolina to be closer to her family, she made the decision to leave the consulting firm, and is thrilled to now be able to bring her knowledge and talents to a new family of clients and advisors.
Envision Financial Transparency LLC, a Registered Investment Adviser                               © 2019 Envision Financial Transparency, LLC. All rights reserved. ADV Part 2 Disclaimer|  Privacy Policy | There is no representation made as to the future results of Financial Transparency’s programs or if they will be profitable. Past performance does not guarantee future results.

Financial Transparency