Farmington Hills, MI Office

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.