NEW YORK--(BUSINESS WIRE)--Leading wealth advisor Craig Findley today announced that he and his team have partnered with Dynasty Financial Partners to form an independent wealth management firm called Venture Visionary Partners. In addition, Venture Visionary Partners has selected Schwab Advisor Services ™ to provide custodial support and services. The firm now has a total staff of 11 professionals.
Mr. Findley was most recently a Managing Director at UBS Wealth Management and led and grew one of the most successful teams at UBS. He has over 24 years’ experience in wealth management.
Mr. Findley has been the recipient of numerous awards notably, his recognition by Barron’s as a Top 1,200 Financial Advisor for 10 years, the Forbes Best in State Wealth Advisors List for 2018 and 2019; as well as the 2019 Financial Times Top 400 Financial Advisors List.
Based in Toledo, Ohio, Mr. Findley is the Chairman/CEO of Venture Visionary Partners. He holds the Certified Private Wealth Advisor (CPWA®) certification, administered by Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. He earned his Bachelor’s degree from Hillsdale College and attended an exchange program at Oxford University.
Venture Visionary Partners is launching with a total of 11 team members. The following professionals are also joining Venture Visionary Partners from UBS:
· Robert Retzloff, Chief Operating Officer at Venture Visionary Partners. With over 23 years of experience in the investment industry, previously, he was Account Vice President-Financial Advisor at UBS.
· Brian Funkhouser, CRPS® CRPC® Managing Director, Investments/Retirement Plan Consulting at Venture Visionary Partners. With 15 years of experience, he has deep expertise in retirement plan consulting. Previously, he was a Senior Vice President- Wealth Management, and Senior Retirement Plan Consultant at UBS.
· John O’Brien AIF ®, CRPS® CRPC® Director, Retirement Plan Consulting at Venture Visionary Partners. Previously, he was a Senior Retirement Plan Consultant and Senior Wealth Strategy Associate at UBS. With over 11 years of experience, Mr. O’Brien has a dedicated focus on qualified retirement plan design and investment management.
Ohio-based Venture Visionary Partners is a registered independent advisory firm that works with high net worth families and business owners. The firm provides its clients with a comprehensive array of services from Financial Planning, Wealth Management, Family Office Services and Corporate Services.
“We are excited to launch Venture Visionary Partners because we want to serve our clients as independent advisors. We will now be able to evaluate decisions from a different perspective and seek out optimal solutions, regardless of where the solutions reside. Leveraging Dynasty’s capabilities will allow us to tap what we believe to be the best resources and capabilities through their open architecture platform,” said Mr. Findley. “We are looking forward to having a true sense of ownership and control as a client focused/ independent firm with the freedom to do as we see fit for our clients.”
Venture Visionary Partners is strongly rooted in the Toledo community - the team members grew up in the area and have raised their families there. The firm plans to expand their footprint in the future via strategic acquisitions with like-minded advisors in Ohio and the Midwest.
“Craig and his extraordinary team have created one of the leading wealth advisory businesses in the country. Like many top advisors in this changing industry, Craig ultimately determined that the flexibility of building his own RIA best protected the interests of his clients, his employees and his family.” said David Wiener, Head of Network Development for Dynasty Financial Partners.
According to Shirl Penney, CEO of Dynasty Financial Partners, “Craig has considerable stature in the industry and we are excited to partner with him and his team as they move to independence. On behalf of the nearly fifty Dynasty Network firms, we welcome Venture Visionary Partners to our growing community.”
Venture Visionary Partners has partnered with Dynasty Financial Partners to leverage Dynasty’s wealth management services, people, and leading technology. The firm will be using Dynasty’s award-winning integrated Core Services platform for independent advisors and the firm’s turn-key asset management platform (TAMP). They will have access to leading technology, including Dynasty’s proprietary advisor desktop, in-house specialists, home office support, and will benefit from the firm’s significant scale in the industry.
Among its other resource partners, Venture Visionary Partners has selected Black Diamond for consolidated asset and performance reporting. PKS is the firm’s broker-dealer. For more information, please visit www.venturevp.com
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of the advisor’s firm. Dynasty does this by developing, sourcing and integrating management capabilities for some of the industry’s leading independent investment advisory firms. Dynasty’s award-winning integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and grow their clients’ wealth. Dynasty hosts numerous events to allow the community to come together and allow top RIA firms to be independent but not alone. Dynasty also offers access to capital to help advisors expand, scale and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
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