Vantage Financial Partners

EST. AUM
$572,432,624

CONTACTS
4

CLIENT ACCOUNTS
1,018

Firm Details

Metro area Chicago
CRD Number 123351
Website vantagefinancial.com
Client types

Overview

Established in 1989, Vantage is celebrating 30 years in business. Located in Arlington Heights, Illinois, Vantage Financial Partners Limited is a fee-only financial planning and investment management firm. The firm serves nearly 400 clients throughout the country and around the world, with assets under management in excess of $450M. Vantage's goal is to partner with its clients to support wise decisions toward their peace, prosperity, and purpose. It manages client assets offering multiple approaches and strategies including mutual fund models, ETF and stock focused accounts, and the option to implement covered call strategies. Its planning services are tailored to fit individual needs including retirement goals, tax optimization, and deferred compensation analysis, as well as insurance, estate planning, and cash management support. Vantage's corporate values of Integrity, Objectivity, Excellence, Professionalism, and Teamwork factor into every decision it makes. For the past 30 years and the next 30 years, it continues to uphold these values.

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 Partners

Platform Details

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