Firm Overview

Your Vision.
Our Priority.

Empowering Your Vision of Wealth and Wellness

We guide clients through confident decision-making to preserve, sustain, and optimize their financial situation and legacy. At Venture Visionary Partners we strive to advise beyond a portfolio—integrating financial planning, portfolio strategy, risk management, and estate planning with our wellness framework so clients enjoy the freedom to spend their time and money on what matters most.

Our Story

When Craig Findley started Venture Visionary Partners (VVP), he brought with him over 25 years of experience and a vision: to create a space where clients felt at home sharing their goals and dreams. We believe that vision is now thriving in every relationship we build.

A desire to amplify outcomes
for clients became a passion
and a calling.

Legacy Starts with
Shared Values

The goals of the business owners, families, and women we serve become
our own.

We benchmark every action, interaction, recommendation, and celebration
against them to bring their vision and legacies to life. This is more than a goal
—it’s our vision and calling.

Thoughtful

We communicate with clarity and accessibility, aiming to engage and educate our clients effectively.​

Progressive

We speak with energy and purpose, crafting innovative solutions tailored to each client’s unique goals.

Caring

We prioritize listening, understanding the significance of our clients’ decisions before offering guidance.​

Respectful

We build genuine trust and respect, dedicating ourselves to our clients’ best interests.​

Integrity

We uphold strong moral and ethical principles, consistently acting with honor and trust.​

Collaborative

We operate as true partners, sharing empathy and ideas to achieve collective success.​

Humble

We’re honored to steward the wealth entrusted to us—and we work each day to continue earning that trust.

Conversation between two people in the Venture Visionary Partners office

A History of Helping Clients

It started with a vision that grew into a community.

Investing for Growth, People, and Process

Surpassed $6B in Assets Under Advisement1

Expanded Florida office with the addition of new advisors Ian Matheson and Connor Gurt

Appointed Andrew DeAngelis, CFA, as Director of Investment Research; launched Venture Lab with Bloomberg Terminal

Closed 2025 with a team of 45 employees

Disclaimer

1As 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.

Group of Venture Visionary Partners financial professionals standing together

Evolving Our Mission, Elevating Impact

Refined mission: Empowering Your Vision of Wealth and Wellness

Forbes/SHOOK ranked Craig Findley #1 in Ohio on its 2024 Best-In-State Wealth Advisor list1

Ended the year with 38 employees, $4.3B AUM, $5.4B AUA as of 12/31/20242

Disclaimer

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

Data provided by SHOOK® Research, LLC — Data as of 6/30/23 and list release 4/3/2024. Neither the firm nor its employees paid a fee for placement on the Forbes 2024 Best-In-State Wealth Advisor list. Forbes America’s Top Wealth Advisors and Best- in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

2AUM refers to Assets Under Management, AUA refers to Assets Under Advisement, which includes AUM as well as the firm’s pension and profit-sharing retirement plans it consults.

Team meeting around a conference table

Deeper Bench, Wider Reach

Added Brook Bright to the team; opened Southwest Florida office

Barron’s ranked Craig Findley #5 in Ohio on its America’s Top 1200 Financial Advisors list1

Closed the year with $3.9B AUM, $4.8B AUA as of 12/31/23,2 and 37 employees

Disclaimer

1Barron’s ranked Craig Findley #5 in Ohio (2023) on its America’s Top 1200 Financial Advisors list (2009-2012, 2014-2019, 2021-2023)

The financial results used in the calculations are as of Sept. 30, 2022. In total, 5,630 advisors completed the 2023 survey after meeting minimum size and quality requirements. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither Venture Visionary Partners nor its employees pay a fee to Barron’s in exchange for inclusion in the Barron’s America’s Top 1200 Financial Advisors. Barron’s Methodology.

2AUM refers to Assets Under Management, AUA refers to Assets Under Advisement, which includes AUM as well as the firm’s pension and profit-sharing retirement plans it consults.

A financial advisor having a client meeting at Venture Visionary Partners’ offices while seated on couches

Expansion Fueled by Client Experience

Expanded Monroe Street office by 12,000 sq ft.

AdvisorHub ranked Craig Findley #1 in the U.S. on its Top 50 Registered Investment Advisors to Watch list1

Disclaimer

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

Rankings published September 2022, data as of 12/31/21 and 12/31/20. Criteria to be considered for ranking includes a minimum of 7 years experience, $100 mm in assets under management, and a clean regulatory record. Advisors ranked on a 100-point scale in three categories: Scale is a function of assets, production and quality of service; Growth is year-over-year change in assets, clients and production; Professionalism includes regulatory record, community involvement and team makeup. Neither Venture Visionary Partners nor its employees pay a fee to AdvisorHub in exchange for inclusion in the ranking. AdvisorHub Top 50 RIAs To Watch 2022 | Methodology.

A Pivotal Year of Growth

Surpassed $1B in Assets Under Management for the first time

Forbes named Craig Findley and VVP to its list of Top 250 Wealth Advisors1

The team grew to 32 and ended with $3.3B in Assets Under Management

Disclaimer

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

Data provided by SHOOK® Research, LLC — 2023 data as of 6/30/22. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Venture Visionary Partners nor its employees pay a fee to Forbes/SHOOK in exchange for inclusion in the ranking of Forbes/SHOOK America’s Top Wealth Advisors. Full list here Forbes America’s Top Wealth Advisors. For more information, please see www.SHOOKresearch.com.

Venture Visionary Partners reception desk

Resilience and Focus

Navigated global disruption by staying focused on connection and purpose

Welcomed seven new advisors and appointed Craig Warnimont as CIO

Ended the year with 24 employees

A New Chapter

Launched our independent firm, building on decades of trusted client relationships through our advisors

Completed total renovation of 14,000 square foot Sylvania Ohio Headquarters and celebrated with an open house entertaining several hundred clients and friends

Our clients’ vision is more than wealth. It’s a collection of hopes, values, and dreams. We see it as our mission to bring their goals to life and produce strong, sustainable outcomes across generations.”

Craig D. Findley, CPWA®

Chairman & CEO

Your Financial Partners
in Success

We are committed to delivering personalized financial
strategies that align with your unique goals, offering:

Personalized
Service

We begin by listening to your goals, crafting tailored strategies to sustain and enhance your financial legacy.​

Independent
Guidance

Our independent structure helps provide access to a broad spectrum of financial solutions and advanced technologies, which we work to tailor to your needs.

Trusted Insight

A team of seasoned financial professionals dedicated to addressing every aspect of your financial journey.​

Innovative
Solutions

Leveraging the latest advancements, we proactively adapt strategies to align with the evolving financial landscape.​

Transparent
Practices

Our independence helps us access and apply solutions that fit your goals, equipping us to offer unbiased recommendations.

We’d Love to
Hear from You

Let’s explore how we can help
bring your vision to life.

Let's Talk