In honor of George Washington's Birthday, we will be closed on Monday, February 18th.
We will reopen on Tuesday, February 19th from 8:00 am - 4:00 pm.
As 2019 starts out, now is the best time to start preparing for the upcoming tax season.
In an effort toward limiting the need for revised 1099s, LPL Financial will again mail the 1099 consolidated statements in four phases. Click here for details.
In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward from over
a quarter of a century ago and we have grown into a talented team of individuals working together
to create your planning and investment strategy. Our mission is to help you feel a greater
sense of control over your financial future.