Moving to VVP connected our team with some of the best people in the business. Collaborating with them has had a meaningful impact on the growth of our practice.
Paul M. Abendroth
Partner
Discover New Opportunities to Elevate Your Practice
We are a destination for top advisors who are seeking the right partner to execute on their vision of business growth and acceleration.
Join a supportive, like-minded community where you can amplify your value to clients and grow your business through leading-edge technology, open architecture investments, and a collaborative culture that shares networks, ideas, and best practices.
Powered by Strong, Stable Investment Management
Our dedicated Investment Committee, made up of senior-level advisors, handles portfolio construction, manager selection, and ongoing oversight.
That means you can focus more on what matters most: deepening client relationships and growing your practice, knowing the investment side is in experienced hands.
$0B
Assets Under Advisement1
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.
Two Locations.
One Shared Vision.
With vibrant, welcoming offices in Toledo, Ohio and Bonita Springs, Florida, you’ll find more than just a place to work, you’ll find spaces designed to foster connection, productivity, and growth.
Welcoming new perspectives to our Bonita Springs, Florida headquarters.
Every event is an opportunity to connect and inspire.
Celebrating advisors who are ready to write the next chapter.
Not just an office, but an environment designed for your success.
Built for Advisors Like You
We’re looking for experienced, growth-minded advisors who are committed to providing personalized wealth management and client-first solutions.
If you’re ready to elevate your practice and make a lasting impact, let’s explore how VVP could be your next step.
Let’s Talk >Independence, Innovation, and
a Commitment to Your Growth
We offer advisors the flexibility and resources to operate independently while driving growth.
Our model strives to ensure you have the support you need to thrive in a competitive, dynamic market.
Here’s what you’ll gain access to:
Resources, systems, and processes to help you go independent
Scalable model portfolios designed for business growth
An experienced onboarding team to ensure a seamless transition
A state-of-the-art technology stack and key strategic partnerships
Our Legacy of Industry Leadership
Led by Craig Findley, VVP continues to earn recognition among the nation’s top
firms and advisors:
Craig Findley Awards
Forbes
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
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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 #1 in Ohio and #7 in the U.S. on its Top 100 Registered Investment Advisors to Watch list (2023)1, 10
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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
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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
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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
In Their Words:
Why Advisors Made the Move
Our Network of Resources
We offer an ecosystem designed to support your growth. Our team brings decades of investment and planning experience, while our key partnerships enhance the solutions we provide to both you and your clients.
Charles Schwab Advisor Services
Our chosen custodian, Schwab Advisor Services, supports over $7 trillion in assets and provides industry-leading custodial, trading, and operational infrastructure—offering our clients robust security and digital access.
Fidelity Investments
Fidelity Institutional delivers institutional-grade custody and clearing through its NFS platform, supporting $4+ trillion in assets and enabling us to provide scalable, customized solutions for our clients.
DP Dynasty Financial Partners
Dynasty’s platform powers our business with integrated technology, access to investment managers, and operational support—allowing us to stay independent while enhancing what we deliver to clients.
Ready to Explore New
Opportunities?
Reach out to us to discuss how we can support your growth as an independent advisor.
Contact Us