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Our office will be closed on Monday, February 15th in honor of Presidents Day.


Attention  LPL Financial Reports 1099 Statement mailings to be staggered

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In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward 25 years 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.


Investment Insights

by Dan Kaibel, CFP®

Markets Perspective  Unfortunately the lack of progress in the markets in December is an accurate reflection for 2015 given that many equity and bond markets produced negative returns for the year. However, the volatility that has greeted us in 2016 has allowed little time for yearend reflection.

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