A complete list of active advisors currently associated with Vantage Wealth Management, LLC

Warmer can help you find a great advisor at Vantage Wealth Management, LLC or one who fits your needs even better.

Vantage Wealth Management is a SEC-registered advisory firm that provides financial planning and portfolio management to individuals, high-net-worth clients, trusts, pension/profit-sharing plans, corporations and small businesses. The firm operates as a multi-advisor team and manages over $1.1 billion in client assets while offering both discretionary and non-discretionary asset management alongside one-time and ongoing financial planning engagements. Vantage’s investment process centers on customized asset-allocation plans implemented primarily with mutual funds and ETFs, using both strategic and tactical allocation and regular rebalancing. The firm deploys multiple third‑party platforms and model solutions (including SEI, AssetMark, Charles Schwab, First Ascent and a held‑away aggregation platform) and conducts periodic reviews of accounts and plans to align portfolios with client goals and risk tolerance. Distinctive features include that several supervised persons are licensed independent insurance agents and may receive commissions for annuities and other insurance products, a practice the brochure identifies as a potential conflict of interest. The firm also provides investment consulting to brokerage customers through a broker‑dealer arrangement and shares office space with a law office to which it makes occasional referrals, arrangements that differentiate its service mix from many peer team advisors.

To learn more about the advisors currently working at Vantage Wealth Management, 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.