Vantage Financial

Partnering in planning toward your peace, prosperity and purpose for more than 35 years.

General Information
Company Name
Vantage Financial
Founded Year
1989
Location (Offices)
Arlington Heights, United States +1
Founders / Decision Makers
Number of Employees
12
Industries
Finance, Financial Services, Insurance +1
Funding Stage
-
Social Media

Vantage Financial - Company Profile

Vantage Financial is a fee-only financial planning and investment management firm based in Arlington Heights, Illinois. With over 35 years of experience, the company serves nearly 400 clients with assets under management exceeding $450M. Vantage offers a range of investment strategies, including mutual fund models, ETF and stock focused accounts, and covered call strategies. Their customized planning services cover retirement goals, tax optimization, insurance, estate planning, and cash management support. Founded in 1989, Vantage Financial prioritizes client success and tailors its services to meet individual needs. The firm prides itself on a team with diverse professional backgrounds, leveraging top-of-the-line technology to provide competitive services while nurturing client relationships. The company operates as a d/b/a of HighPoint Advisor Group, LLC, a registered investment advisor. With a focus on wealth management and financial services, Vantage Financial is known for its commitment to partnering with clients toward their peace, prosperity, and purpose. For investors looking for opportunities in the finance industry, Vantage Financial represents a stable and well-established player with a strong track record in delivering value to its clients.

Taxonomy: Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning, Wealth Management

Funding Rounds & Investors of Vantage Financial (0)

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There is no investment information

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