Where are Vantage Financial employees located globally?

Vantage Financial has employees across 1 continents and 1 countries including United States Of America.

How has Vantage Financial's team size changed over time?

Vantage Financial's team has grown from approximately 13 to 14 employees based on available data.

Vantage Financial Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Vantage Financial is a fee-only financial planning and investment management firm based in Palatine, Illinois. Founded more than three decades ago, it serves about 400 clients across the United States and internationally, and it oversees assets exceeding $450 million. The firm offers a spectrum of investment approaches, including mutual fund models, ETF- and stock-focused accounts, and the option to implement covered call strategies, complemented by comprehensive planning services. Its planning work covers retirement goals, tax optimization, deferred compensation analysis, insurance, estate planning, and cash management.

Vantage Financial operates as a d/b/a of HighPoint Advisor Group, LLC, a registered investment advisor, placing it within the professional financial services landscape as a fee-only advisor. Its client base comprises individuals and families seeking personalized guidance for wealth accumulation, preservation, and strategic financial planning.

Vantage Financial Global Highlights

North America
17

United States Of America
17

Vantage Financial's Leadership

B. U.
Partner And Wealth Advisor
Mobile Phone
Email

Vantage Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Accounting
Administrative
Other
Finance

Contact profiles from Vantage Financial

Name

Title

Contact Info

Location

Last Update

B. U.
Partner And Wealth Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Vantage Financial known for?

Vantage Financial operates in the Financial Services industry. The company's main headquarters is located in 220 North Smith Street Suite 305 Palatine, Illinois United States; you can contact the main corporate office by phone at

+1-847-590-****

. Explore Vantage Financial's company overview page for more information.

What is Vantage Financial's most common email format?

Vantage Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vantage Financial email formats with LeadIQ.

How many employees does Vantage Financial have currently?

Vantage Financial has approximately 14 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Vantage Financial's key employees and leadership?

As of May 2026, Vantage Financial's key employees include:

Partner And Wealth Advisor: B. U.

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Vantage Financial Employee Directory

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