About Venture Visionary Partners
Venture Visionary Partners is an SEC registered investment advisory firm with offices in Sylvania, OH and Bonita Springs, FL. Founded by Craig D. Findley, the firm is dedicated to providing clear vision and smart solutions for clients, helping them sustain and carefully grow their wealth through tailored planning and investment strategies. They serve high-net-worth individuals and corporate clients, offering expertise in wealth planning, investment management, family office practices, and retirement plan services. The team delivers comprehensive asset and liability management, financial planning, portfolio construction, asset allocation, risk management, retirement income planning, and qualified retirement plan services. Venture Visionary Partners is committed to simplifying complex financial decisions, providing clients with confidence and peace of mind. The firm and its advisors, including Craig D. Findley, have received numerous prestigious awards from Forbes, Barron's, and the Financial Times, recognizing their excellence in the wealth advisory industry. With over 30 years of experience, Venture Visionary Partners prides itself on a client-centric approach, making them a distinguished choice for comprehensive financial guidance in Ohio and Florida.
Website: https://venturevp.com/
Employees: 10
Office Locations
- Sylvania, OH (Headquarters)
- Bonita Springs, FL
Accreditations & Certifications
- AIF®
- CFP®
Services Offered
- Plan Design Consulting
- Participant Investment Advice
- 3(21) Investment Advisor
Team Members
- Paul M Abendroth, Partner
- Robert S Loeb, Partner
- Craig A Warnimont, CFA®
- Ryan N Borucki, CFP®, CPFA™
- Tammy K Wriker, CFP®
- Brook Bright, CFA®, CFP®, CEPA