VANTAGE FINANCIAL GROUP, INC.
SEC RegisteredGuidance for All Stages of Your Financial Journey
About the firm
Vantage Financial Group is a full-service wealth management firm based in Cleveland, OH. The firm supports clients in every stage of their financial journey, with a primary objective of helping each client achieve their financial goals. As an independent fiduciary advisor, the firm puts clients' interests first and develops long-term relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Vantage Financial Group offers a comprehensive suite of services including financial planning, investment management, wealth management, retirement planning, insurance and risk management, and tax planning, as well as business financial services.
Who they serve
Clients at every stage of their financial journey, including those starting out, building wealth, nearing retirement, and living in retirement, as well as businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,664 | $311M |
| High Net Worth Individuals | 818 | $508M |
| Charitable Organizations | 4 | $9.6M |
| State/Municipal Entities | 15 | — |
110 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
22 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VANTAGE FINANCIAL GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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