VANTAGE WEALTH PLANNING
SEC RegisteredDiscover. Plan. Live.
About the firm
At Vantage Wealth Planning, we focus on connecting your financial wealth with what matters most to you. Through skillful and holistic planning, we tailor our advice to your unique goals and aspirations. Our process is founded on three pillars: Discover, Plan, and Live.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Individual Planning Services and Retirement Plan Management. Services include comprehensive financial planning covering tax, legacy, income, and risk management needs, going beyond investment management to consider all areas of a client's financial life.
Who they serve
Individuals and their families, as well as businesses and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 299 | $79M |
| High Net Worth Individuals | 99 | $172M |
| Charitable Organizations | 8 | $10M |
23 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 WEALTH PLANNING 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.