Cleveland, OH Roadside Road Office

Vantage Financial Group, Inc. is an SEC-registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets and supporting about 2,482 client relationships through six advisors. The firm offers portfolio management (both discretionary and non‑discretionary), comprehensive and modular financial planning, financial consulting, and retirement plan consulting.

Investment programs are tailored to client objectives and may include mutual funds, ETFs, equities, bonds, options, and limited use of margin, using fundamental analysis and both long‑ and short‑term strategies; advisory fees are primarily asset‑based and negotiable while planning and consulting are offered on fixed or hourly bases. The firm may aggregate household accounts for fee breakpoints and typically directs custody and execution through Cetera Wealth Services LLC and Pershing, with client statements provided directly by the custodians.

Noteworthy differences from many peers include that associated persons are also registered representatives and licensed insurance agents who may earn commission‑based compensation and insurance commissions in addition to advisory fees, a practice the brochure discloses as a potential conflict of interest. The firm maintains seven offices (uncommon for firms in this category) and operates affiliated businesses (Vantage Benefit Advisors and Vantage Settlement Advisory Group), and discloses relationships with Cetera/Pershing — including retention arrangements and revenue‑sharing features — that can influence brokerage recommendations.