Vantage Financial

EST. AUM
$1,023,412,190

CONTACTS
13

CLIENT ACCOUNTS
5,227

Firm Details

Metro area Milwaukee
CRD Number 315828
Website northrockvantage.com
Client types

Overview

Vantage Financial Partners is a team of experienced financial consultants with over 175 years of combined industry expertise, dedicated to acting in their clients' best interests as fiduciaries. The firm specializes in creating personalized, comprehensive financial plans for individuals and families at every stage of life, with a high-touch, approachable, and adaptable service model designed to evolve alongside client goals and circumstances. With a strong commitment to fee transparency and unbiased recommendations, Vantage Financial focuses on building long-term relationships through consistent, disciplined planning strategies, providing clients with clarity and confidence in achieving their financial objectives. The firm has been acquired by NorthRock Partners, a Sammons Financial Group-backed wealth management platform, further enhancing its resources and capabilities. As part of NorthRock, Vantage Financial benefits from expanded infrastructure, broader investment solutions, and an integrated platform designed to support continued growth while maintaining its client-centric advisory approach.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Vantage Financial

Platform Details

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