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Vantage Financial logo — Partnering in planning toward your peace, prosperity and pur...

Vantage Financial

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

Founded 1989 United States Arlington Heights, United States 12 employees Finance, Financial Services +2

General Information

Company Name Vantage Financial
Founded Year 1989
Location United States Arlington Heights, United States
Employees 12
Industries Finance, Financial Services, Insurance +1
Social

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About Vantage Financial

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.

Business keywords: Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning, Wealth Management

No funding data available for Vantage Financial yet.

Vantage Financial Alternatives & Competitors

View All Alternatives
Vantage Financial vs
The Mosaic Financial Group, LLC
The Mosaic Financial Group, LLC United States

Your Wealth Management Partner

33 employees
Financial Services, Wealth Management
Vantage Financial vs
Gatewood Wealth Solutions
Gatewood Wealth Solutions United States

Wealth Management | Investments | Financial Planning

28 employees
Finance, Financial Services
Vantage Financial vs
Winthrop Wealth
Winthrop Wealth United States

Wealth Management | Financial Planning | Investment Management

29 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Vantage Financial

Partnering in planning toward your peace, prosperity and purpose for more than 35 years.
Vantage Financial was founded in 1989.
Vantage Financial is headquartered in Arlington Heights, United States.
Vantage Financial operates in Finance, Financial Services, Insurance and Wealth Management. Its work centres on Financial Planning, Investment Management, Retirement Planning and Estate Planning.
Vantage Financial has approximately 12 employees.
Top alternatives and competitors to Vantage Financial include The Mosaic Financial Group, LLC, Gatewood Wealth Solutions, Winthrop Wealth, Bragg Financial, Pyrmont Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Vantage Financial and The Mosaic Financial Group, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Vantage Financial, https://bouncewatch.com/company/vantage-financial-1, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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