A complete list of active advisors currently associated with Vantus Wealth
Warmer can help you find a great advisor at Vantus Wealth or one who fits your needs even better.
Vantus Wealth is an SEC-registered advisory firm that serves individuals, high‑net‑worth clients, estates, trusts, retirement plans, and other institutional clients. The firm provides discretionary and non‑discretionary investment management, financial planning, consulting, legacy position management, and retirement‑plan fiduciary and administrative services. The firm combines strategic and tactical asset allocation with active management and long‑term holding strategies, and it may recommend alternative investments where appropriate. Vantus implements portfolios directly and through unaffiliated third‑party money managers and a Turnkey Asset Management Program, and it uses Advyzon technology for account administration and quarterly performance reporting. Distinctive for a five‑advisor team, Vantus manages a large client base (roughly 980 clients), resulting in nearly 200 clients per advisor, a client load that is uncommon among similar teams. The brochure also highlights the firm’s use of performance reporting tools and quarterly performance evaluations and notes recent additions of unaffiliated TPMMs and TAMP services as part of its expanded implementation options.
To learn more about the advisors currently working at Vantus Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lancaster, PA
| 11
| |
Lancaster, PA
| 32
| |
Lancaster, PA
| 16
| |
Lancaster, PA
| 15
| |
Lancaster, PA
| 0
| |
Lancaster, PA
| 11
|
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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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