“Making People Strategically Smarter with their Wealth”

Today, investors are having a difficult time obtaining income because interest rates are so low. Venture Visionary Partners are handling this by creating customized, structured solutions that provide investors with higher returns. Venture Visionary Partners is a registered independent wealth management firm advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth. Based in Ohio, they are a team of experienced wealth managers, investment advisors, and other financial specialists who design and implement customized plans to achieve their clients’ short- and long-term goals. The heart of their business is their unwavering focus on exceptional client service. This begins with truly listening and understanding each client’s needs, hopes and dreams, as they guide clients through confident decision-making to help preserve, sustain and optimize their financial situation and legacy.

Venture Visionary Partners was established in 2019 driven by the idea that they wanted to be truly independent and a pure fiduciary. “We made the decision to select Charles Schwab as our custodian and Dynasty Financial as a network partner to give us a broader access to resources for our clients,” says Craig D. Findley, Chairman & CEO of Venture Visionary Partners. “Our clients were all incredibly supportive of our independence and would say a huge testament to that and a milestone for the company was crossing the $3.7 billion mark in less than 21 months of being in business.”

"Venture Visionary Partners LLC is registered as an investment adviser with the Securities and Exchange Commission and only transacts business in jurisdictions where permitted. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill."

The power of being independent and being a pure fiduciary is the company’s differentiator. It is a real advantage, and it's helped them get new business. “There is a distinct difference between the suitability standard and the fiduciary standard and really explaining that to clients. Clients are more educated now more than ever, so have a much better understanding of what they are getting with an RIA versus a broker dealer,” explains Findley. “Also, our designations on our team, the CFA, CFP, and CPWA, show clients how dedicated and how seriously we take educating ourselves for our clients.” From a team structure standpoint, being an RIA has enabled them to do some things that they could not do before. “Our team has a chief operating officer, a chief administrative officer and a director of marketing and communications. We can put people in roles and have specific titles for those, so we are able to organize the team structure in a way that gives us an advantage in the marketplace,” says Findley.

Venture Visionary Partners has been advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth. They have a consultative approach since their team is made up of experienced wealth managers, investment advisors, and other financial specialists who design and implement customized plans to address their clients’ current needs and legacy goals. “Financial planning is our foundational service, and we use it as a highly effective tool to map a client’s financial journey,” adds Findley. “With distinct steps of understanding, plan­ning, reviewing, implementing, and monitoring, our team, guides you towards achieving your goals with regular and transparent communications.” The company often works with multigenerational families and is very experienced in developing family mission statements and managing the psychology of family dynamics.

Findley and his team want to be recognized and have the reputation as the best firm in the Midwest for what they do. Venture Visionary Partners wants to continue to have an organization that clients want to be part of and the people that work here love. “If we continue to do those two things, and continue to take care of our clients, everything else takes care of itself,” says Findley. “Our team is truly made up of specialists. We have individuals on our team that are highly educated in specific areas so are able to answer questions and problem solve situations that a client presents to them. It gives our clients that extra comfort knowing that no matter what they present to us, we are knowledgeable enough to guide them through it.” IE