Clear Coordinated Planning

About Us

Vantedge financial professionals provide comprehensive planning and investment advice to help our clients retire on their terms, maintaining their independence. Retirement means enjoying the most important things in life. The Vantedge team looks after your financial well-being, so you can.


This is achieved in three steps: discover, design, and deploy. Compatible with nearly any financial situation, each step aims to identify important personal objectives and provides a clear path to pursuing those goals.

Customized Financial Plans

Get started with the VantedgeClarity process today.