Your Vision. Our Strategy.
Wealth management, tax strategy, accounting, and business advisory — all under one roof, all built around the future you see for yourself and your family.
As Featured On
Comprehensive Advisory Solutions
We provide holistic, fiduciary-driven financial strategies tailored to your unique aspirations and long-term goals.
Wealth & Retirement
Comprehensive wealth planning, investment management, retirement, estate, and risk strategies tailored to your goals, timeline, and risk tolerance.
Our wealth and retirement advisory covers every stage of your financial journey:
- Wealth Planning — Strategic roadmaps tailored to your life stage, prioritizing growth, stability, and generational transfer
- Investment Management — Bespoke portfolio construction focusing on risk-adjusted returns and alignment with your values
- Retirement Planning — Carefully modeled withdrawal strategies ensuring your lifestyle is sustained comfortably throughout retirement
- Estate Planning — Trust structure coordination, wealth transfer tax mitigation, and beneficiary reviews so your legacy passes on with minimal friction
- Risk Management — Asset protection strategies and insurance analysis that safeguard your income and holdings against the unforeseen
Whether you're building your first wealth plan or preparing for a multi-generational transfer, we design strategies that reflect your vision.
Tax Strategy & Preparation
Proactive tax planning that minimizes your burden year-round — plus full tax preparation and filing for individuals and businesses.
We go far beyond filing. Our tax practice combines forward-looking strategy with hands-on execution:
- Proactive Tax Planning — Multi-year strategies to reduce your lifetime tax burden before year-end, not after
- Business Tax Optimization — Entity structuring, income-splitting, and retirement plan selection to keep more revenue in your pocket
- Roth Conversion & Bracket Management — Timing income and deductions across tax years for maximum efficiency
- Tax Preparation & Filing — Individual returns (1040), business returns (1120, 1120S, 1065), multi-state filings, and amended returns
Your tax strategy and your tax return should come from the same team. With us, they do.
Business Advisory & Accounting
Fractional CFO services, bookkeeping, financial reporting, and strategic advisory for businesses that need executive-level financial leadership.
Not every business needs a full-time CFO — but every business deserves CFO-level thinking:
- Fractional CFO Services — Executive-level financial leadership on a part-time basis: cash flow management, KPI dashboards, board-ready financials, and growth or exit planning
- Financial Reporting & Analysis — Monthly and quarterly financial statements, variance analysis, and performance tracking
- Bookkeeping & Reconciliation — Clean books, accurate records, and organized financials so you always know where your business stands
- QuickBooks / Xero Support — Setup, cleanup, and ongoing management of your accounting software
We become the financial arm of your business — without the overhead of a full-time hire.
Wondering if you're overpaying on taxes?
Schedule a complimentary tax strategy review →Led by Dr. King McCray
Envision Advisory Group was founded by Dr. King McCray to deliver fiduciary-driven financial strategy with the depth of a national firm and the personal attention of a boutique practice.
Under Dr. McCray’s leadership, the firm operates under a fiduciary standard — your interests come first, always. The team combines institutional-grade strategy with a deep understanding of the behavioral factors that drive financial decisions.
He is also the founder of Conscious Dollars, Inc., a consulting firm focused on financial empowerment.
We believe wealth management is deeply personal.
At Envision Advisory Group, we recognize that your financial picture is inextricably linked to your family, your business, and your legacy. That's why we take the time to sit across the table, listen intimately, and design strategies that reflect what truly matters to you.
Our Philosophy
How We Work With You
A deliberate four-phase process designed to move you from where you are to where you envision yourself.
Discovery
A deep conversation about your goals, values, and the vision for your future.
Strategy
A personalized plan integrating investment, tax, and risk strategies.
Implementation
Precision execution — building your portfolio and putting the plan in motion.
Stewardship
Ongoing monitoring, quarterly reviews, and adjustments as life evolves.
Books by Dr. King McCray
Practical strategies for building wealth, creating passive income, and mastering your financial mindset.
Kiss My A$ets: The Conscious Dollar Mindset to Living Financially Free
Dr. McCray's bold guide to rewriting your relationship with money. Learn the Conscious Dollar Mindset and build a life of true financial freedom — on your terms.
Your Financial Checkup: The Prescriptions to Mailbox Money
The essential guide to building passive income streams and taking control of your financial health. No fluff — just the prescriptions you need.
What Our Clients Say
"Envision Advisory Group has transformed my approach to wealth creation. Their personalized strategies have made a significant impact on my financial growth."
"I wholeheartedly endorse Envision Advisory Group for their exceptional services. Their commitment to client success is unparalleled."
"Partnering with Envision Advisory Group has been instrumental in achieving my financial objectives. Their insightful guidance has been invaluable."
"Dr. McCray took the time to understand our business and its unique situation. The plan he built gave us clarity and confidence we never had before."
Ready to Start Your Journey?
Discover the difference a dedicated, fiduciary advisory team can make. Let’s sit down and discuss your vision for the future.
(407) 405-7535