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Venture Visionary Partners

Email address and contacts

Quick try with Griffin Oehlers from venturevp.com

Venture Visionary Partners company description

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 in efforts to achieve our clients’ short- and long-term goals. The heart of our business is our unwavering focus on exceptional client service. This begins with truly listening and understanding each client’s needs, hopes and dreams, as we guide our clients through confident decision-making to help preserve, sustain and optimize their financial situation and legacy.

Key Employees

  • Griffin Oehlers
    Financial Advisor
  • Melissa Estrich
    Partner, Chief Administrative Officer
  • James Porea
    Partner

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New team members of Venture Visionary Partners

Lindsey Rouser
Relationship Manager
Jackie LaScola
Executive Assistant
Kristy Keller
Director of Operations
Craig Findley
Chairman/CEO
Robert Retzloff
Chief Operating Officer
Lauren Douglas
Director of Marketing and Communications
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