Who We Are

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Vantage Financial Partners Limited Inc. was founded in 1989. We provide fee-only financial planning and investment management services. Currently we serve over 400 clients across the United States and across the globe.  We serve clients through a team approach comprised of a diverse and talented group of professionals contributing more than 175 years of professional business and finance experience.

The mission of Vantage Financial Partners Limited is to help individuals feel a greater sense of control over their financial future. A team of professionals provides the knowledge and tools needed to create and implement financial plans and shares the responsibility of monitoring progress made toward their goals.

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Company Vision

To serve clients within a strong relationship so they are empowered to make wise financial decisions which will support their life priorities.

Team Vision

To commit our strengths, to acknowledge our weaknesses, and to authentically engage with each other so that our clients receive the best we as a team have to offer.

Integrity

Exercising the Biblical principles of honesty and servanthood by making our client’s needs our first priority.

Objectivity

Applying to each client’s unique situation an objective perspective essential to providing wise counsel.

Excellence

Committing to continually pursue education and development opportunities so that we are best prepared to maximize our clients’ success.

Professionalism

Raising the standard within our firm, our industry and our communities through active participation.

Teamwork

Serving within a diverse unified team committed to the highest standards of trust, hard work, cooperation and communication.

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL

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