Boynton Beach, FL Office

Venture Visionary Partners LLC provides investment advisory and financial planning services to a broad client base that includes individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm delivers both discretionary and non-discretionary portfolio management, standalone and integrated financial planning, and retirement-plan consulting and implementation services.

VVP customizes portfolios to client objectives and risk profiles using model portfolios and a mix of fundamental, technical, and modern-portfolio-theory approaches, and it performs periodic reviews and rebalancing. The firm leverages third‑party managers and a TAMP (Dynasty Wealth Management) for SMA/UMA access and uses an Order Management System to monitor and implement strategies for held‑away retirement accounts, which it includes in its reported advisory assets.

Noteworthy aspects disclosed in the brochure include a sizable retirement-plan practice with ERISA 3(38) Pooled Employer Plan services, affiliations with an accounting/tax firm and an affiliated insurance agency, and advisors who also act as registered representatives and insurance agents—arrangements that give rise to disclosed referral and compensation relationships. VVP also participates in Dynasty platform arrangements, discloses separate platform and third‑party manager fees, and states that it may act as a promoter for other advisory firms while compensating external promoters.