Vantage is excited to announce we are expanding our footprint in Ohio!

With over 20 years of financial experience, we are pleased to welcome Senior Wealth Advisor Thomas W. Titus and Wealth Advisor Rachel Pease of Youngstown, Ohio to the team!

Vantage is excited to announce we are expanding our footprint in Ohio!

With over 20 years of financial experience, we are pleased to welcome Senior Wealth Advisor Thomas W. Titus and Wealth Advisor Rachel Pease of Youngstown, Ohio to the team! 

Mission Statement

Vantage is committed to protecting your time and best interest by helping you navigate real-life questions and execute solutions through an ongoing tailored advising relationship.

Your Partner. Your Success.

At any stage of life, Vantage Financial is your partner in planning for your future. Our expertise, experience and holistic approach makes us the financial professional and advocate you never had. You define ‘success,’ and we’ll help you get there –
with Vantage, you always know where you stand.

Your Partner. Your Success.

At any stage of life, Vantage Financial is your partner in planning for your future. Our expertise, experience and holistic approach makes us the financial professional and advocate you never had. You define ‘success,’ and we’ll help you get there –
with Vantage, you always know where you stand.

How we work together.

Vantage Financial is committed to comprehensive and transparent fee-based financial planning. Let’s build a plan that works throughout every stage of your life, whether you’re a young adult beginning your career or an established professional looking toward retirement.

Investment Analysis

Investment Analysis

Expense Audit

Allocation Assessment

Asset Management

Accumulation Goals

ACCUMULATION GOALS

Priorities

Cash Flow/Budgeting

Education Funding

Tax Efficient Savings

Retirement Planning

RETIREMENT PLANNING

Goal Development

Progress Reporting

Social Security & Medicare Analysis

Distribution Plan

Risk Analysis

RISK ANALYSIS

Personal Balance Sheet

Insurance Coverage Review

Preparing for unknown

Tax Strategies

Estate Planning

ESTATE PLANNING

Wills & Legal Document Review

Develop Legacy Plan

Wealth Transfer

How we work together.

Vantage Financial is committed to comprehensive and transparent fee-based financial planning. Let’s build a plan that works throughout every stage of your life, whether you’re a young adult beginning your career or an established professional looking toward retirement.

Investment Analysis

Investment Analysis

Expense Audit

Allocation Assessment

Asset Management

Accumulation Goals

ACCUMULATION GOALS

Priorities

Cash Flow/Budgeting

Education Funding

Tax Efficient Savings

Retirement Planning

RETIREMENT PLANNING

Goal Development

Progress Reporting

Social Security & Medicare Analysis

Distribution Plan

Risk Analysis

RISK ANALYSIS

Personal Balance Sheet

Insurance Coverage Review

Preparing for unknown

Tax Strategies

Estate Planning

ESTATE PLANNING

Wills & Legal Document Review

Develop Legacy Plan

Wealth Transfer

Your partners in financial planning

ELM GROVE OFFICE

13230 Watertown Plank Rd.
Elm Grove, WI 53122

CINCINNATI OFFICE

7844 Remington Rd.
Cincinnati, OH 45242

HURON OFFICE

1712 Dakota Ave. S
Huron, SD 57350

COLUMBUS OFFICE

2875 W. Dublin Granville Rd.
Columbus, OH 43235-2712

YOUNGSTOWN OFFICE

970 Windham Ct., Ste 1A
Youngstown, OH 44512

Your partners in financial planning

ELM GROVE OFFICE

13230 Watertown Plank Rd.
Elm Grove, WI 53122

LOVELAND OFFICE

423 Wards Corner Rd, Suite A
Loveland, OH 45140-8341

HURON OFFICE

1712 Dakota Ave. S
Huron, SD 57350

COLUMBUS OFFICE

2875 W. Dublin Granville Rd.
Columbus, OH 43235-2712

YOUNGSTOWN OFFICE

970 Windham Court
Suite 1A
Youngstown, OH 44512

High School Seniors: Apply for our scholarship program!

Vantage Financial values education and athletic excellence in the community. Each month, our Elm Grove and Huron offices recognize a high school senior athlete; those monthly winners are then eligible to receive a $1,500 college scholarship awarded in May each year.

High School Seniors: Apply for our scholarship program!

Vantage Financial values education and athletic excellence in the community. Each month, the Elm Grove and Huron offices recognize a high school senior athlete; those monthly winners are then eligible to receive a $1,500 college scholarship awarded in May each year.

Fiduciary (n):

An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit. The duties of a fiduciary include loyalty and reasonable care of the assets within custody.*

*The Vantage Financial team prioritizes client relationships. When we say we are your fiduciary, we mean we act in your best interest. Period.

Fiduciary (n):

An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit. The duties of a fiduciary include loyalty and reasonable care of the assets within custody.*

*The Vantage Financial team prioritizes client relationships. When we say we are your fiduciary, we mean we act in your best interest. Period.

IT ALL STARTS WITH
A SIMPLE CONVERSATION.

We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.

    FIRST NAME *

    LAST NAME *

    EMAIL ADDRESS *

    PHONE NUMBER

    I prefer to be contacted by (please check):EmailPhone

    What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)


    400

    IT ALL STARTS WITH
    A SIMPLE CONVERSATION.

    We are ready when you are.  We’d love to meet, talk about your financial goals, and share a cup of coffee.  Leave us a note and we’ll get back to you.

      FIRST NAME *

      LAST NAME *

      EMAIL ADDRESS *

      PHONE NUMBER

      I prefer to be contacted by (please check):EmailPhone

      What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)


      400