Chesterfield, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Vantage Point Financial, LLC
Team
Firm-wide stats for Vantage Point Financial, LLC
About
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.
Based on Vantage Point Financial, LLC
Expertise
Based on Vantage Point Financial, LLC
Location
14755 N Outer 40 Rd Suite 210
Chesterfield MO 63017
Advisors at this office
2
Advisors at this office
Garrett J
Series 65
Chesterfield, MO
Vantage Point Financial, LLC
Garrett Jensen is a financial advisor at Vantage Point Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Commerce Bank. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to incorporate alternative investments and coordinate tax-sensitive decisions through affiliated entities.
Adam I
Series 65
Chesterfield, MO
Vantage Point Financial, LLC
Adam Iorfida is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 license and has worked in various roles across different sectors including distribution and arena box office operations. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs while maintaining flexibility to incorporate alternative investments and coordinated tax-sensitive decisions.
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