ABOUT VANTAGE FINANCIAL
For 25 years, clients have benefited from our firm's highly specialized financial planning and investment management services. We are proud to: Utilize diagnostics that evaluate the likelihood of achieving your financial dreams.
MEET OUR TEAM
As a client of Vantage, you can feel confident that you will have an experienced professional team to guide you through the financial and investment planning process. Vantage uses the team approach to client service so there is a broader level of experience to help find creative solutions for your specific issues.
IMPORTANT INFORMATION
Vantage Financial is a fee-only advisory firm who's mission is to provide personalized financial advice that minimizes your financial concerns, maximizes your security and gives you more time to spend on important things.   To learn more about us and how we provide these services, please review our disclosure documents.
FAITH, FAMILY, AND FINANCES
I’ve come across some insightful articles on living your life rightly, the importance of family, and considerations for retirement income.
COMMON FINANCIAL PLANNING MISTAKES
“What are the most common mistakes clients make before utilizing Vantage’s services?” We get asked that a lot. We offer the following so you can avoid these pitfalls before it is too late.
MONTHLY MARKETS MEMO
Some encouraging economic news helped provide enough of a catalyst to move most equity and bond markets into positive territory for August.
WHAT IN THE WORLD IS GOING ON IN THE BOND MARKETS?
We have become used to the U.S. government bond markets as the destination of choice for investors looking for safety during times of uncertainty.
SEC INVESTOR BULLETIN
The SEC’s Office of Investor Education and Advocacy is issuing this Investor Bulletin to help educate investors about the SEC’s rules and regulations related to trading suspensions. This bulletin answers some of the typical questions we receive from investors about trading suspensions.
SEC INVESTOR ALERT
The SEC’s Office of Investor Education and Advocacy is issuing this Investor Alert to help investors identify potentially fraudulent unregistered offerings. A review of this list, which includes ten common signs of potential fraud, could help you when investing in an unregistered offering.
DID YOU KNOW?
Interesting 25's To Celebrate Our 25th
Odd and Interesting Facts: Fort Knox, Currency, and Photographs...
RECENT POSTS
Faith, Family, and Finances
Monthly Markets Memo
What in the World is Going On in the Bond Markets?