Connections matter.

Our approach to wealth management is based on integrity, trust and openness. We are deeply connected to our clients through strong bonds of friendship, community and faith.

Who We Are

Vantage Financial is a holistic individualized wealth management firm in Arlington Heights, Illinois, serving individuals and families nationwide. Since 1989, our relational approach has helped us develop long-term client relationships based on a foundation of integrity, trust, and openness. Our vision is to serve you within a strong relationship, so you are empowered to make wise financial decisions that support your life priorities.

Relational Wealth Management

Connecting our knowledge and experience to advanced planning and investment strategies, we help you address life's financial challenges. With our dedicated focus and special care, we help you take advantage of opportunities, avoid obstacles and gain peace, prosperity and purpose in your life.

Knowledge & Experience

A highly-credentialed team of professionals dedicated to your financial success.

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Core Values

Deep client and partner relationships based on trust and openness.

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Comprehensive Services

Planning-led strategies that result in more innovative and tailored solutions.

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Walking with you through life's milestones

Let us help you navigate the way, make wise financial choices, give generously, and pursue a life of purpose.

You'll have an experienced team of financial professionals dedicated to you, your family, and your next generation.

We engage in deep conversations and help you see your financial situation in a fresh and revealing way. We listen carefully and help educate your family members toward a life of financial stability – free from anxiety and fear.

Give and it shall be given unto you. (Luke 6.38)

Our success has given us the opportunity to share our profits with Americares. Since its founding more than 40 years ago, Americares has provided more than $19 billion in aid to 164 countries, including the United States, helping to save lives and improve health for people affected by poverty or disaster.

Ready to talk? Let's connect for a free consultation.

In observance of Christmas Eve & Christmas Day our offices will be closed starting on Tuesday, December 24th and we will resume normal business hours on Thursday, December 26th.