Vantage Financial Partners, LLC
SEC RegisteredThe Future of Advice
About the firm
Vantage Financial has joined NorthRock Partners to expand advice and services across the Midwest. Together, NorthRock and Vantage Financial tailor financial and lifestyle advisory services to help clients make the impact they want on the world. The partnership expands resources, expertise, and a holistic set of services designed to simplify clients' lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advice, investments, tax preparation and advice, corporate executive planning, legal and estate planning, philanthropy, business owner and entrepreneur services, athlete and entertainer services, and family office support, delivered through a proprietary Personal Office approach with an in-house team of experts.
Who they serve
Business owners and entrepreneurs, corporate executives, athletes and entertainers, and individuals seeking family office support.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,654 | $540M |
| High Net Worth Individuals | 211 | $451M |
| Pension/Profit Sharing Plans | 10 | $27M |
| State/Municipal Entities | 8 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 26, 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 Partners, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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