Relationship-First

Wealth Management

Relationship-First

Wealth Management

The Vantage Way

We put you first, always. Not every planner is a fiduciary, but we are. This means that we act in your best interest at all times. You can rest assured our strategies serve you, not us.

Vantage Financial is a team of established financial consultants with over 175 years of combined industry experience. We create thorough financial plans for individuals and families at all stages of life. Our plans are high-touch, approachable and flexible – we work with you and within the realities of your growing goals and circumstances. We pride ourselves on being your financial partner.

Vantage Financial provides fee transparency and unbiased recommendations to help you achieve your financial goals. Our focus is building relationships through our expert advice and consistent planning strategy.

The Vantage Way

We put you first, always. Not every planner is a fiduciary, but we are. This means that we act in your best interest at all times. You can rest assured our strategies serve you, not us.

Vantage Financial is a team of established financial consultants with over 175 years of combined industry experience. We create thorough financial plans for individuals and families at all stages of life. Our plans are high-touch, approachable and flexible – we work with you and within the realities of your growing goals and circumstances. We pride ourselves on being your financial partner.

Vantage Financial provides fee transparency and unbiased recommendations to help you achieve your financial goals. Our focus is building relationships through our expert advice and consistent planning strategy.

How it works

Our client service model sets us apart.

INQUIRY

It all starts with a simple conversation. A phone call. An email. You’ll talk with a Client Relations Specialist to determine a time for you to visit the office nearest you to meet with a Senior Wealth Advisor.

INITIAL MEETING

Welcome to Vantage Financial! We’ll meet with you for about an hour and talk about what you need, your priorities, and how we might be able to help you achieve them. We’ll offer some initial advice and together determine what happens next.

STRATEGIC MEETINGS

Once you give us the green light, we get to work. We will keep you engaged, discuss your plan, progress and changes. The basis of our client service model is making your priorities our top priority. This customized approach allows us to adapt our advice and consistent planning strategies to your needs.

Mission Statement

Vantage is committed to protecting your time and best interest by helping you navigate real-life questions and execute solutions through an ongoing tailored advising relationship.

Mission Statement

Vantage is committed to protecting your time and best interest by helping you navigate real-life questions and execute solutions through an ongoing tailored advising relationship.

Planning for your future financial security starts now.

Let’s work together.