A complete list of active advisors currently associated with Vantage Point Financial, LLC
Warmer can help you find a great advisor at Vantage Point Financial, LLC or one who fits your needs even better.
Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with a mix of investment management, financial planning, and wealth consulting services. The firm’s brochure also describes supplemental offerings such as business-owner planning and valuation insights, tax planning through an affiliated tax entity, estate-planning facilitation via a technology partner, retirement-plan education, workshops, and complimentary notary services. The firm describes a fiduciary, customized approach that emphasizes long-term portfolio construction using low-cost mutual funds and ETFs while retaining flexibility to use cash, individual securities, independent third‑party managers, real-estate vehicles, and other alternative investments where appropriate. Vantage Point says it provides discretionary portfolio management, periodic rebalancing, and integrated planning advice, and may coordinate tax-sensitive decisions and referrals as part of its service model. Distinctive features noted in the brochure include formal affiliations with an in-house tax agency (Vantage Point Tax, LLC) and an affiliated insurance agency, plus a published book (Elevate Your Retirement: The Path to Financial Clarity and Confidence) authored by firm principals that the firm uses for educational and marketing purposes. The brochure also discloses the firm’s use of seminars and client-facing materials, and indicates the firm employs testimonials and endorsements and advertises third‑party ratings in its marketing—practices that are less common among similar team firms.
To learn more about the advisors currently working at Vantage Point Financial, LLC, 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.
You can also browse Vantage Point Financial, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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