Experience

Vantage Financial Partners Limited Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Planning Analyst

  • 2015 - Present

  Vantage Financial is an independently owned, fee-only wealth management firm located in Arlington Heights, Illinois. Our team-based approach serves Corporate Executives, High Net Worth Individuals and Families, Motivated Investors, and NextGen Connections. Founded in 1989, our relational approach to wealth management builds long-term client relationships on a foundation of compassion, trust, and openness. We are deeply connected to our clients through the strong bonds of friendship, community, and faith. Our vision is to serve you within this strong relationship, so you are empowered to make wise financial decisions that support your life priorities. Our corporate values of Integrity, Objectivity, Excellence, Professionalism, and Teamwork factor into every decision we make. Using a Relational Wealth Management approach, we connect our knowledge and experience to advanced financial planning and investment strategies to help you to take advantage of financial opportunities and avoid obstacles. Show less