Where Innovation Meets Your
Financial Vision.

Let's Talk

Your Vision Leads.
Our Thinking Follows.

Explore Our Strategies

Guiding You Through Financial
Growth and Life’s Transitions.

Learn More

Empowering Your Vision
of Wealth and Wellness

At Venture Visionary Partners (VVP), our independence means we’re focused solely on what matters most: our clients’ best interests.

As fiduciaries, we provide objective advice, access to a wide range of resources, and a collaborative team approach that strives to work seamlessly with your existing advisors.

Together, we help simplify decisions and build thoughtful strategies for life, family, and business.

0%
Client Retention Rate1
$0B
Assets Under Advisement2

1As of December 31, 2025, VVP had a annual client retention rate of approximately 99%, calculated by dividing the number of retained clients by the total number of clients at the beginning of the year. This figure reflects the percentage of clients who remained with the firm over the past year and is not based on any survey or measure of client satisfaction. The retention rate is not indicative of any one client’s experience and should not be interpreted as a guarantee of future retention or service quality. VVP updates this figure annually and advises prospective clients that past retention rates do not predict future client relationships.

2As of December 31, 2025, VVP had approximately $5.2B assets under management. We also provide retirement plan consulting advice to $1.2B of pension and profit-sharing retirement accounts. In total, VVP provided investment advice to $6.4B in client assets. Learn more here: IAPD – Investment Adviser Public Disclosure – Homepage.

Who We Serve

We work with individuals, families, business owners, and
charitable organizations to grow and prepare for the future.

A multi-generational family hugging on a beach

Families

Discover how we help protect and grow your family’s wealth, while preparing for a confident, multigenerational legacy.

A business owner working together with their employee

Business Owners

See how we support your business at every stage, striving to help you grow with purpose, operate with clarity, and prepare for a successful transition or sale.

Three women from different generations of the same family smiling and taking a selfie together

Women and Wealth

Empowering women to invest, grow, and navigate change through every stage of life and financial decision-making.

Students walking through a university hallway during a campus tour

Foundations & Endowments

We partner with mission-driven organizations to help steward their assets thoughtfully with disciplined investment management and strong governance.

What Sets Us Apart

A client’s financial vision and hopes and dreams become our own.

We put your interests at the heart of everything we do.

We’re passionate about strong client outcomes.

38 seconds
Craig
Findley

Smart tech helps us deliver better outcomes.

32 seconds
GRIFFIN
OEHLERS

We customize solutions and pivot with purpose.

1:07 minutes
Craig
Warnimont

Our process brings clarity and confidence.

56 seconds
BROOK
BRIGHT
Watch More
Sketch-style portrait of Robert S. Loeb

Optimism Corner

An optimistic lens on markets, shared monthly.

Read Our Latest Insights

The VVP Experience

Independent by design. 

Personal by nature.

We aim to develop thoughtful and holistic financial solutions that help clients and their families to thrive through strong, aligned outcomes.

Learn How We Work with You
A financial advisor and his client shaking hands

Our Legacy of Industry Leadership

Led by Craig Findley, VVP has earned recognition among the nation’s top
firms and advisors.

Craig Findley Awards

Forbes

Forbes/SHOOK ranked Craig Findley #1 in Ohio on its 2026 Best-In-State Wealth Advisor list (2026)1, 2a
See Disclosure Here

Forbes/SHOOK ranked Craig Findley #1 in Ohio on its 2025 Best-In-State Wealth Advisor list (2025)1, 2

See Disclosure Here

Forbes/SHOOK ranked Craig Findley #1 in Ohio on its 2024 Best-In-State Wealth Advisor list (2024)1, 2
See Disclosure Here

Forbes/SHOOK ranked Craig Findley #2 in Ohio and #51 in the U.S. on its 2024 America’s Top Wealth Advisor list (2024)1, 3
See Disclosure Here

Forbes named Craig Findley on its list of Top Wealth Advisors (2023)1, 4
See Disclosure Here

Forbes named Craig Findley on its list of Best in State Wealth Advisors (2018, 2019, 2023)1, 5
See Disclosure Here

Forbes named Craig Findley on its list of Top 250 Wealth Advisors (2021, 2022)1, 6
See Disclosure Here

Barron’s

Barron’s ranked Craig Findley #5 in Ohio on its Top 1500 Financial Advisors list (2026) and America’s Top 1200 Financial Advisors list (2023) (2009–2012, 2014–2019, 2021–2023, 2025–2026)1, 9
See Disclosure Here

AdvisorHub ranked Craig Findley #13 in the U.S. on its Top 250 Registered Investment Advisors to Watch list (2026)1, 17
See Disclosure Here

AdvisorHub ranked Craig Findley #15 in the U.S. on its Top 250 Registered Investment Advisors to Watch list (2025)1, 16
See Disclosure Here

 

AdvisorHub ranked Craig Findley #10 in the U.S. on its Top 200 Registered Investment Advisors to Watch list (2024)1, 15
See Disclosure Here

 

AdvisorHub ranked Craig Findley #1 in Ohio and #7 in the U.S. on its Top 100 Registered Investment Advisors to Watch list (2023)1, 10
See Disclosure Here

AdvisorHub ranked Craig Findley #1 in the U.S. on its Top 50 Registered Investment Advisors to Watch list (2022)1, 11
See Disclosure Here

Venture Visionary Partners Awards

Forbes

Forbes ranked Venture Visionary Partners #1 in Ohio and #16 in the U.S. on its Top Registered Investment Advisors list (2025)1, 7
See Disclosure Here

Forbes ranked Venture Visionary Partners #1 in Ohio and #19 in the U.S. on its Top Registered Investment Advisors list (2022)1, 8
See Disclosure Here

Team Member Awards

NAPA named Paul Abendroth, John O’Brien, and Ryan Borucki on its list of Top DC Advisor Teams (2021, 2022, 2024, 2025, and 2026)1, 12
See Disclosure Here

PLANADVISER named John O’Brien on its list of Top Retirement Plan Advisors for the fifth consecutive year (2022⁠–2026)1, 13
See Disclosure Here

PLANADVISER named John O’Brien on its list of Retirement Plan Adviser of the Year under the Plan Participant Service category (2022)1, 14
See Disclosure Here

Get Started with
Your Vision

Ready to bring your vision to life?

Let’s Talk