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Caring for Your Company’s Biggest Advantage—Your Team

Our dedicated Qualified Retirement Plans Team takes a holistic approach to organizing your company’s entire retirement program. Most of our clients have been with us for more than 20 years, so we’re confident we’re doing it right.

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Guiding your employees from start to finish. Building, Management, and Ongoing Education.

Our Qualified Retirement Plans Team

Michael T. Bearducci

Michael T. Bearducci, CPFA®, AIF®

Principal & Executive Vice President

216.642.8039

Sandra Cordell

Sandra Cordell

Registered Administrative Assistant

216.532.8159

Chad Aerni

Chad Aerni

Financial Advisor | Plan Consultant

216.532.8167

Matt Hunt

Matt Hunt

Client Services Associate

Solving Plan Sponsor Concerns

Solving Plan Sponsor Concerns

You face a variety of concerns with regards to your retirement plan. We work with you to address any number of issues that may be on your mind.

  • Complying with retirement plan regulations
  • Adhering to fiduciary responsibilities
  • Paying reasonable fees
  • Offering competitive funds
  • Preparing participants to retire when you need them to

A Range of Services to Support Your Company's Retirement Plan

Affordable Plans

We focus on prescriptive solutions that can help reduce your hidden liabilities while staying on budget. Additionally, we integrate the knowledge and insights of our retirement experience to increase an employer’s benefits ROI while striving to enhance participant retirement outcomes.

Robust Fund Options

Our affiliation with RPAG gives us the technology and resources to work with a variety of plan types, sizes and industries. Our scale provides access to industry resources that other advisory firms may not provide.



Simplified Plan Management

Through RPAG, we have access to an ERISA compliance team that is comprised of formerly practicing ERISA attorneys. Our Fiduciary Diagnostic outlines plan management responsibilities, uncovers potential existing gaps in ERISA responsibilities and documents completion of required tasks.

Set Apart in Scope

Driven by robust technology, systems and services, RPAG financial professionals have a unique ability to help create successful retirement plan outcomes for plan sponsors and participants alike.

Most Financial Professionals

RPAG Financial Professionals

Caring for Employees with a Customizable Education Plan

We provide a wide array of resources designed to engage employees, deliver essential plan information and provide solutions that can lead to successful outcomes.

In-Person Education

  • Group workshops
  • 1-on-1 sessions
  • Combo sessions

RPAG Financial Professionals

  • Recorded videos
  • Brainshark videos
  • Financial games

Independent of larger influence

  • 1-800 helpline
  • Licensed advisors
  • Personalized guidance

Grounded in Experience

  • Holistic planning
  • Engaging technology

Gain a New Vantage by Working with Our Team

An Advisory Team You Can Rely On

An Advisory Team You Can Rely On

Our financial professionals thrive in our collaborative community, working together to help achieve a common goal, which is to help our clients live the life they want to live. We employ our wealth of experience and client-first vision to build long-term relationships with clients so we can support their financial journey each step of the way.

Nurturing Your Success With Our Experience

Nurturing Your Success With Our Experience

At Vantage Financial Group, our clients are part of our community. We are committed to fostering their success, leveraging the vast experience of our multifaceted team to support their journey toward the future they have envisioned. Clients rely on our highly tenured team of advisors to guide them through each step.

Ready for a Team Who Will Rally Behind You?

Discover the advantage of a collaborative team devoted to helping you achieve your financial and retirement goals.
Learn more about the comprehensive services at Vantage Financial Group.

Contact Us Today

Who We Work With

We serve clients at every step of their financial journey, guiding them toward their ideal future with personalized strategies.

Explore Life Stages

Our Approach

As an independent fiduciary advisor, we put your interests first, adapting our approach to changing circumstances along the way.

Our Approach

Our Team

Our team brings unique insight to each client's journey, building close connections as we support their progress forward.

Meet the Team