Buena Vista

Name

Buena Vista

Legal name

Buena Vista Investment Management LLC

Website

https://buenavistainv.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Investment advisory services
• Retirement planning
• Wealth management
• Estate planning
• Financial planning

Headquarters

HQ city

Wisconsin Rapids

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: The firm generates revenue through investment advisory fees as a registered investment advisor in Wisconsin. The website references a written disclosure statement discussing advisory services and fees, and firm document ADV (2A & 2B) which outlines fee structures for advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Buena Vista Investment Management LLC provides personalized investment advisory services to individual investors, including portfolio construction, risk management, retirement planning, estate strategy, insurance planning, and tax planning. The firm guides clients through a defined three-step process (Setup, Strategize, Execute) and delivers advice through scheduled consultations at its Wisconsin Rapids office. Revenue is generated through advisory fees disclosed in the firm's Form ADV (2A & 2B).

Product overview

Buena Vista Investment Management LLC is a registered investment advisory firm in Wisconsin Rapids, Wisconsin, offering a comprehensive suite of financial services through an integrated platform-plus-modules architecture. The core offering consists of personalized investment advisory services, retirement planning, wealth management, and estate strategy services. These are supplemented by add-on modules including insurance planning, tax planning, interactive financial calculators, and an extensive educational resource center with articles and videos. The firm serves diverse client segments including retirees, pre-retirees, small business owners, working professionals, and women with unique financial planning needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Registered investment advisory services providing personalized financial guidance, portfolio construction, risk management, and wealth-building strategies for individual investors across various life stages. Delivered as fee-based advisory under Form ADV disclosures.
• Retirement Planning Comprehensive retirement planning services including Social Security optimization, 401(k) strategies, IRA management, and retirement income planning for retirees and pre-retirees.
• Wealth Management Portfolio construction and risk management services for retirees, pre-retirees, and working professionals seeking to grow and protect their investments.
• Estate Strategy Estate planning services including will preparation, trust strategies, charitable giving, and wealth transfer planning for various life phases.
• Insurance Planning Insurance analysis and planning services including life insurance needs assessment, long-term care, umbrella liability, and Medicare planning.
• Tax Planning Tax planning resources and strategies including tax bracket optimization, capital gains management, and tax-advantaged account strategies for individual clients.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Expansion highlights4 records

Broad incumbents

• Creative Planning: Major national RIA providing comprehensive financial planning, investment management, tax, and estate services to individuals and business owners. Directly comparable service mix to Buena Vista's bundled offering, but operating nationally with thousands of advisors.
• Ameriprise Financial: Large wealth management firm with an advisor-led model targeting mid-market clients for retirement, investment, and financial planning. Comparable client base (retirees, professionals, small business owners) and bundled advisory offering similar to Buena Vista's.
• Northwestern Mutual: Large financial services firm offering investment advisory, retirement, insurance, and estate planning through a network of local financial advisors. Directly comparable multi-product offering and segment focus on professionals, families, and business owners.
• Mariner Wealth Advisors: Large national RIA offering investment advisory, retirement planning, tax, and estate services to individuals and business owners across all wealth tiers. Comparable as a vertically integrated RIA platform serving the same client segments (retirees, professionals, business owners) Buena Vista targets, but at vastly greater scale and geographic reach.
• Carson Group: RIA and wealth management firm serving individuals and business owners through a national network of advisor partners. Comparable in offering retirement, investment, tax, and estate planning, with a partner-firm model similar to how independent RIAs like Buena Vista operate.
• Edward Jones: National wealth advisory firm with local branch offices serving individual investors, including retirees, pre-retirees, and small business owners. Highly comparable target segments and personal-advisor model, though operating at much larger scale with thousands of local offices.

Others

• Cetera Advisor Networks: Independent advisor-supporting firm providing investment, retirement, and wealth services for individual investors through financial professionals. Comparable in serving similar client types; functions as a BD/RIA platform enabling practices similar to Buena Vista.

Regional players

• Robert W. Baird: Midwest-headquartered wealth management firm (Milwaukee, WI) providing investment advisory, retirement, and financial planning to individuals and families. Comparable Wisconsin/Midwest operating geography and service menu to Buena Vista, but at materially larger scale.

Emerging players

• Facet Wealth: Digital-first RIA offering personalized financial planning (retirement, investment, tax) with flat-fee pricing, targeting middle-income households. Comparable client segments and service scope; represents the technology-enabled competitive threat facing traditional small RIAs like Buena Vista.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting independent financial advisors serving individual investors and small business owners. Comparable independent-practitioner model and service menu (retirement, wealth, estate, tax planning), though at the firm level Commonwealth provides back-office infrastructure rather than direct advisory.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Buena Vista