Difference

You have many options for the professional management of your wealth. Thank you for considering Venture Visionary Partners. Once we get to know each other, we’re confident you’ll appreciate the benefits of choosing our highly specialized firm.

About us

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, we are a team of experienced wealth managers, investment advisors, and other financial specialists, who design and implement customized plans to address our clients’ current needs as well as their legacy goals.

our difference,your advantage

We distinguish ourselves in six meaningful ways for our clients:

Service

With the dedication of a boutique firm’s client-service mindset, we offer exceptional service that is as distinguished by its level of commitment as by the depth of our team’s compassion. Our client-first, fiduciary mandate is the foundation of how we build and maintain mutually beneficial relationships.

Independence

Working in an open architecture and supported by Dynasty Financial Partners we are conflict-free, offering you objective advice and the freedom of access to unlimited products and resources. We serve you as a pure fiduciary.

Venture Enhanced Return Strategy (VERS)

One of the highly differentiated solutions we offer is the Venture Enhanced Return Strategy (VERS). This is an investment that may be appropriate for investors looking to outperform an equity index with some downside protection.

Education

Just as we emphasize our progressive and innovative thinking, we are careful to clearly explain our recommendations, using education as a rewarding way to engage you in a confident and simplified approach to financial decision-making.

Collaboration

Our team works together, forming a holistic collaboration, which may include your other trusted advisors, with the singular goal of developing an effective plan for you to achieve financial and investment objectives for your family or business.

Specialization

We are a team of specialists, bringing years of experience and expertise to create smart customized solutions, designed to address your various needs and goals – from short-term to long range, from business issues to family dynamics.

A Note About Fees

We are committed to being fully transparent regarding our fee structure. And we do so with only one goal: that you will honestly feel that the value you receive from our service far exceeds the fees we charge.