A complete list of active advisors currently associated with Vantage Financial Group
Warmer can help you find a great advisor at Vantage Financial Group or one who fits your needs even better.
Vantage Financial Group provides discretionary asset management and financial planning to individuals (including high‑net‑worth clients), corporations and business entities, and serves retirement plans in both 3(21) and 3(38) capacities. Services described in the brochure include ongoing portfolio management, one‑time and ongoing financial planning, and ERISA plan support such as investment policy assistance and participant education. The firm says it builds portfolios around clients’ stated goals, time horizons and risk tolerances, using a mix of fundamental and technical analysis and periodic account reviews (performed at least quarterly). Client relationships may include written investment policy statements, client‑imposed investment restrictions, and regular meetings or coaching for ongoing planning and cash‑flow or insurance reviews. One feature the firm highlights that is less common among peers is a program of public seminars and workshops, offered free and intended to educate rather than provide individualized investment or tax advice. Other distinguishing details in the brochure include a no‑minimum account policy and explicit ERISA 3(21)/3(38) plan offerings that include group enrollment meetings and plan option monitoring in addition to individual client management.
To learn more about the advisors currently working at Vantage Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Auburn, CA
| 10
| |
Auburn, CA
| 8
| |
Springfield, OR
| 7
| |
Auburn, CA
| 5
|
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