The Venture Visionary team is committed to helping you sustain and carefully grow your wealth. We do this by offering planning and investment solutions tailored specifically to your personal circumstances and desired goals. Each member of our team is dedicated to providing you with the very best service. We look to simplify complex financial decisions and give you the confidence and peace of mind to enjoy what matters most to you.
Brian J. Funkhouser, CRPS®, CRPC®
Managing Director, Investments / Retirement Plan Consulting, Partner
Our individualized approach to serving our clients is founded on the personal style of a boutique firm, backed by the institutional experience of a highly specialized team and supported by the resources of one of the industry’s pre-eminent advisor platforms, Dynasty Financial Partners. Our independence informs our ability to serve you objectively, our values drive our commitment to serve your best interests first.
The VVP team aligns with their clients not only through investing in similar strategies and products – proving their commitment to their recommendations – but through a commitment to the communities in which they live and work, by being fully engaged in civic and charitable activities.
We are aligned with our clients
We work alongside you as your advocate and fiduciary; you can rely on us with confidence and trust. Our alignment is also evident in our active support of the communities in which they live and work, as our team members engage in numerous civic and charitable activities.
By staying well-informed in advanced planning and investment strategies, we seek new and progressive ways to deliver outcomes that fulfill your short-term and long-range goals.
We don’t dictate, we educate
We emphasize our role as advisor by teaching you how to simplify the complexity of your wealth through smart insightful solutions.
We are a collaborative team
Our team-oriented culture enables you to take advantage of the particular strengths of our individual team members, as we work together to build your plan and portfolio.