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About Us

Vantage Financial Group is a financial services company serving individuals and corporations since 1969 with a large footprint in Northern Ohio. Our financial advisors and associates are experienced investment, insurance, retirement plan services, and corporate benefits professionals with a service-first mindset.

Redefining Financial Services

We are an independent, full-service, single source financial services company. We have redefined how financial services should be delivered to best serve and plan for our clients. Our business model is designed to provide hardworking people like you with a complete selection of services you need to manage your financial life. We accomplish this through our unique team structure made up of a diverse grouping of knowledgeable professionals specializing in investments, insurance, qualified retirement plans, health insurance, financial planning, estate planning support, litigation settlement support, and executive benefits. By assembling a team of specialists, and creating several specialty divisions of our firm, we are able to provide a wide range of quality service and advice through a single source.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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Surprises

Surprises

Making the most of surprises is a great reason to work with us.
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