Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Sylvania, OH • venturevp.com
Brentwood, TN • vision401k.com
Venture Visionary Partners, LLC
Vision401k
Key Contact(s)
Key Contact(s)
John T. O’Brien 419.464.7390 • jobrien@venturevp.com Ryan Borucki 419.464.7535 • rborucki@venturevp.com Paul Abendroth 419.464.7532 • pabendroth@venturevp.com
Bill Franca 615.767.1473 • wmfranca@vision401k.com Al Smith 615.403.3629 • asmith@vision401k.com
Firm Profile Venture Visionary Partners is a distinguished, independent wealth management firm headquartered in Ohio. We specialize in traditional and innovative advisory solutions that address the needs of our clients. Our team of 38 professionals, including 15 advisors, routinely partner with our subject matter experts to further enhance our client-centric relationships. Our Plan Consulting Team’s subject matter experts specialize in the design, implementation, and ongoing management of employee benefit programs sponsored by corporate, non-profit, and small business organizations. With decades of focused experience and a national presence; they engage as a plan co-Fiduciary, with a participant outcome driven approach to plan governance.
Primary Market(s) Served
Firm Profile Vision401k is a premier retirement plan advisory firm committed to securing clients financial future. With a wealth of experience and a deep understanding of retirement planning, our team of expert advisors specializes in guiding individuals, families, and businesses towards their retirement goals. We offer tailored solutions that align with your unique financial circumstances, focusing on 401(k), 403(b) and cash balance plans. Our dedicated advisors are wellversed in the ever-evolving landscape of retirement planning. At Vision401k, we are dedicated to delivering sound, personalized strategies that provide peace of mind and financial stability.
Primary Market(s) Served Small: $1-$10 million, Mid: $10-$100 million
Options Available • Preferred Provider Program
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million
• 3rd Party Vendor Analysis Tool
Options Available
• Benchmarking Tools
• Other Tools
• 3rd Party Vendor Analysis Tool
• Participant Advice/Participant Services
• Other Tools
• CRM/Data Aggregation
• Benchmarking Tools
• Internal Rollover Program
• Participant Advice/Participant Services
• Allows Fiduciary Declaration 3(21)/3(38)
• Allows Fiduciary Declaration 3(21)/3(38)
• Plan Sponsor Fiduciary Training
• Custom Risk Based/Target Date Models • Plan Sponsor Fiduciary Training • Stable Value Analysis
Home Office Employees Supporting the Business 4
Home Office Employees Supporting the Business 38
NAPABLACKBOOK2023
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