Venn Wealth & Benefit Services, LLC is a private money manager and financial service firm serving individual investors and corporate retirement plans.  Our primary objective is to protect and grow client assets over time using a rules-based approach and focusing on minimizing overall fees. Whether you're an individual investor or retirement plan sponsor, you should know what you're paying your advisor and feel confident you're getting real value from the services being provided.

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Our advisors come from different backgrounds and bring different strengths and knowledge.  Our advisors have on average over 20 years of experience!  We embrace this experience and utilize it to the advantage and benefit of our clients.