Who We Are

Vantage Wealth Management LLC, provides a comprehensive approach to your financial security. As a boutique firm, we focus on full service that’s completely customized to your individual needs. As an independent firm, we’re objective about which products and services will address your needs. We take our fiduciary responsibility seriously, which means our clients come first.

Dedicated Service

At Vantage Wealth Management, LLC, our knowledgeable, committed staff delivers consistent, responsive service.

Comprehensive Approach

Our one-on-one process helps you tie your financial goals to what’s important to you. We help create personalized strategies unique to you.

Experienced People

Each of our advisors is a CERTIFIED FINANCIAL PLANNER™ professional with at least ten years of experience providing independent and objective financial advice and investment strategies to our clients.

Meet Our Team

We have fostered a culture within the firm that promotes a strong sense of family, community, health and overall balance. We believe our firm’s culture and work environment contributes to the positive client experience we strive to provide.

David “Val” Fernelius


Managing Partner,

Financial Adviser

Brandy M. M. Navarro


Managing Partner,

Financial Advisor

Christopher J. Thomas


Managing Partner,

Financial Advisor

John D. Lee


Managing Partner,

Financial Advisor

Mitone M. Griffiths

General Manager,

Chief Compliance Officer

Aaron Agte


Director of Financial Planning

Kelly Sullivan

Administrative Assistant

Paula Aquino

Client Services Specialist