Venture Financial Advisors, LLC
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About
Venture Financial Advisors provides financial planning and investment advisory services to individuals, entrepreneurs, small businesses and family offices. The firm offers an initial exploratory interview at no charge and delivers ongoing planning and discretionary portfolio management without a stated account minimum.
The firm’s investment approach emphasizes Modern Portfolio Theory and a semi-strong efficient market view, favoring low-cost, buy-and-hold passive strategies across public equities, fixed income, commodities and select digital assets, while also employing tactical allocations as appropriate. For clients with suitable risk tolerances, the adviser also evaluates and recommends private investments—including real estate, private credit and private equity—and conducts due diligence on private fund opportunities.
Venture Financial Advisors is notable for its operating affiliations and fund activity uncommon for a firm of its size: it is affiliated with an accounting firm (Venture CPAs, LLC), has ownership interests in and provides access to private investment vehicles (Venture Wealth Fund, LLC and Patriot Family Capital, LLC), and maintains a broker-dealer relationship (Innovation Partners). The firm accepts custody of assets held in its pooled investment vehicles and has engaged third-party auditors and an independent reviewer for fund distributions and expenses, reflecting an operational structure more typical of fund sponsors than small advisory practices.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Up to $2,500 per quarter ($10,000 annual), dependent on client complexity, possibly adjusted on a case-by-case basis Fee-only: Quarterly financial planning fees up to $2,500 per quarter, $10,000 annually, depending on complexity
Main office
See officeHoney Brook PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Dolphinworth Advisors, LLC · Venture Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Steven W
CFP®, Series 66
West Chester, PA
Venture Financial Advisors, LLC
Steven Woodruff Jr. is a CFP® with 14 years of industry experience, currently serving as an advisor at Venture Financial Advisors, LLC. His prior experience includes roles at Charles Schwab, Fidelity, Aspen Funds, and Patriot Family Capital LLC, where he was CIO. He is also CEO of Venture Wealth Management LLC and its associated fund, specializing in customizable fund of funds. Venture Financial Advisors provides financial planning and investment advisory services to individuals, entrepreneurs, small businesses, and family offices. The firm follows a Modern Portfolio Theory-based approach, emphasizing low-cost, passive strategies complemented by tactical allocations and private investment opportunities for suitable clients, and maintains operational structures uncommon for a firm of its size.
Bradley B
Series 65
Honey Brook, PA
Venture Financial Advisors, LLC
Bradley Bennett is a financial advisor with Venture Financial Advisors, LLC and holds a Series 65 designation. He has five years of industry experience and prior work history includes roles at KPMG LLP and GEMC2 LLC. Bennett is also a senior partner at Venture CPAs, LLC, a certified public accounting firm, and serves as the fiscal managing director for Child & Family Focus, Inc., a social services and counseling organization. Venture Financial Advisors provides financial planning and investment advisory services to individuals, entrepreneurs, small businesses, and family offices. The firm employs a primarily passive, low-cost investment approach grounded in Modern Portfolio Theory, supplemented by tactical allocations and private investment opportunities for suitable clients.
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