About Us

Empower Your Retirement. Control Your Wealth.

Our Mission

To provide real financial education and innovative solutions to help clients achieve financial prosperity and peace of mind.

Our Vision

To be the leading force in financial service innovation and solutions.

Our History

Imagine Advisors was founded in 2025 as an independent, SEC-Registered Investment Advisory firm dedicated to elevating the standard of care in wealth management.

Founded with a mission to elevate the standard of care in wealth management, Imagine Advisors stands apart through personalized service, independent thinking, and a true fiduciary commitment. Our approach eliminates conflicts of interest and ensures that every recommendation is made solely in the client’s best interest.

What is Imagine Advisors?

Imagine Advisors is an independent Registered Investment Advisory firm founded in 2025 to provide objective, fee-based wealth management and financial planning services. Through a fiduciary-first model, we serve as a trusted partner at every stage of your financial journey.

What is our process?

Every client relationship begins with an in-depth discovery process to understand unique priorities, risk tolerance, and long-term aspirations. We then design tailored strategies that evolve with your needs and goals.

What do the key services include?

Customized Investment Management with a Fiduciary Standard
Comprehensive Financial Planning and Retirement Strategy
Tax-Aware Wealth Building and Cash Flow Planning
Charitable Giving, Philanthropic Strategy, and Legacy Design
Risk Management and Life Insurance Analysis

What is the Imagine difference?

Imagine Advisors is committed to education, collaboration, and lifelong partnership. Clients are empowered with the knowledge and tools necessary to take control of their financial outcomes, while receiving ongoing support and insight from a dedicated advisory team. Every relationship is built on trust, transparency, and a genuine dedication to helping you achieve your financial goals.

What is Gerard Magee’s vision?

As Principal Gerard Magee shares, “We aim to build lifelong relationships, not just portfolios. By putting clients at the center of every decision, we help them achieve clarity and control over their financial future.”

Years of Experience

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Meet the Imagine Advisors Team

Len Perroots

Founder & CEO

With over 30 years in the financial services industry, Len Perroots is a recognized leader, entrepreneur, and educator. He has a proven track record of helping clients achieve financial success and has built Imagine Advisors on the principles of integrity, innovation, and client empowerment.

Gerard Magee

MBA, PMP, Series 65 – Principal

Gerard Magee brings more than two decades of experience in strategic business management. As a wounded veteran and burn survivor, Gerard exemplifies resilience and dedication, focusing on helping clients and organizations exceed their financial goals while upholding the highest standards of compliance and fiduciary care.