FOR IMMEDIATE RELEASE

Vision Wealth Partners Named As One of Nation’s Top DC Advisor Teams

Columbia, MD (April, 23, 2025) –Vision Wealth Partners has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million.

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location.

The inaugural list was published in 2017.

“Since their inception, NAPA’s various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system.”

This year’s list featured 431 teams representing 43 states and the District of Columbia.

Sullivan added, “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”

The Vision team stated, “It’s an incredible honor to receive this award. This recognition is a testament to the hard work, dedication, and passion that drives our team every day. We’re proud to be making a positive impact, and this award inspires us to keep pushing boundaries and striving for excellence.”

The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams—2025/.

About the National Association of Plan Advisors (NAPA)

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.

2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 based on data as of calendar year-end 2024. All NAPA members with over $100 million in defined contribution assets under advisement that filled out an application made the list. This recognition is based on factors unrelated to the quality of investment advice and is not indicative of the advisor’s future performance. Click here for more information.

Vision Wealth Partners is an independent wealth management firm located in Columbia, MD. The firm prides itself on its boutique approach to private wealth and corporate advisory services.

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