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.
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.
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.
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.
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.