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Lisle, IL Office

Team
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Vantage Point Financial, LLC logo

Vantage Point Financial, LLC

Team

Firm-wide stats for Vantage Point Financial, LLC

Total advisors

16

Across 4 offices

Clients per advisor

35 Low

Avg AUM per client

$856,130 Typical

HNW client ratio

27% Typical

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

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments

Based on Vantage Point Financial, LLC

Occupation focus

Founder/Business Owner

Based on Vantage Point Financial, LLC

Location

2443 Warrenville Road, Suite 630

Lisle IL 60532

Advisors at this office

11

Advisors at this office

user avatar

Sophia T

Series 65

Lisle, IL

Vantage Point Financial, LLC

Sophia Tronolone is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at 4Wealth Advisors, Inc. Outside of finance, she has held roles in various service and hospitality businesses including Zazu Salon & Day Spa and The Catlow Theater / Showtime Eatery. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm emphasizes a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to include alternative investment options.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Cheryl K

CFP®, Series 65

Lisle, IL

Vantage Point Financial, LLC

Cheryl Krueger is a CFP® with 19 years of experience in the financial services industry. She is currently with Vantage Point Financial, LLC, a team-based firm, and has previously worked at Growing Fortunes Financial Partners and CGN Advisors, LLC. Krueger also serves as managing member of Growing Fortunes Financial Partners LLC, providing administrative support related to her advisory activities. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm offers a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to include a variety of investment vehicles and integrated planning advice.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Donald R

Series 63, Series 65

Lisle, IL

Vantage Point Financial, LLC

Donald Robinson is a financial advisor with Vantage Point Financial, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual and Thomas Canale. He has served as an ordained minister since 2017 and is vice president and a board member of Youth Outreach Services, Inc., a nonprofit serving youth and families in the Chicagoland area. Vantage Point Financial is a team of 16 advisors serving individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating alternative investments and tax planning through affiliated entities.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Shea B

Series 65

Lisle, IL

Vantage Point Financial, LLC

Shea Brown is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and hospitality, including roles at Northern Illinois University and R House Martini Bar. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering 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 also incorporating a range of other investment options and integrated planning advice.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Nicholas R

CFP®, ChFC®, Series 63, Series 65

Lisle, IL

Vantage Point Financial, LLC

Nicholas Reiland is a CFP® and ChFC® with 25 years of industry experience, currently serving as an advisor at Vantage Point Financial, LLC since 2019. Prior to this, he worked at Spc and Sigma Financial Corporation. He is co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence* and is involved in managing operations and strategic planning for firms affiliated with Vantage Point. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs while incorporating alternative investments as appropriate.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Timothy K

CFP®, Series 63, Series 65

Lisle, IL

Vantage Point Financial, LLC

Timothy Kuntz is a CFP® professional at Vantage Point Financial, LLC with 11 years of industry experience. He has worked at Vantage Point Financial since 2019 and previously held roles at Sigma Financial Corporation, SPC, and Welgat Wealth Management. Kuntz is a co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence*. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting services. The firm follows a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating alternative investments and integrated planning advice.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Ryan D

CFP®

Lisle, IL

Vantage Point Financial, LLC

Ryan Decker is a CFP® with one year of experience at Vantage Point Financial, LLC. Prior to joining Vantage Point, he worked at PriceWaterHouseCoopers for five years and has been affiliated with North Central College since 2017. He is the founder of two non-investment-related businesses: Wealthency LLC, which provides financial education, and CentArbitrage LLC, focused on sports information. 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 emphasizing long-term portfolio construction using low-cost mutual funds and ETFs, while also offering discretionary portfolio management and integrated planning advice.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Jeremy R

Series 63, Series 65

Lisle, IL

Vantage Point Financial, LLC

Jeremy Reiland is a financial advisor at Vantage Point Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prosperity Capital Advisors and The Chamberlin Group. Outside of his advisory role, he is a licensed insurance agent with Reiland Financial Group, offering life and health insurance products and Medicare planning. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, with flexibility to include alternative investments and tax-sensitive strategies.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Andrew K

Series 63, Series 65

Lisle, IL

Vantage Point Financial, LLC

Andrew Kristofic is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Kristofic is also a licensed insurance agent for life and health products. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach that emphasizes long-term portfolio construction using low-cost mutual funds and ETFs, supplemented with alternative investments and coordinated tax-sensitive decisions.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Lucas M

Series 63, Series 65

Lisle, IL

Vantage Point Financial, LLC

Lucas Mroz is a financial advisor at Vantage Point Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 12 years. 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 incorporating flexible investment options and integrated planning advice.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
user avatar

Patrick M

CFP®, Series 63, Series 66

Lisle, IL

Vantage Point Financial, LLC

Patrick May is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Vantage Point Financial, LLC and has previously worked at Prosperity Capital Advisors, The Chamberlin Group Tax & Wealth Advisors, and Scottrade, Inc. Outside of his advisory role, Mr. May is a licensed insurance agent offering various fixed insurance products. 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 a range of investment vehicles and offers supplementary services such as tax planning, business-owner insights, and retirement education.

Business ownership considerations Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner
View complete list of advisors at this office
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