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.
At Vantage Wealth Management, LLC, our knowledgeable, committed staff delivers consistent, responsive service.
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.
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
Brandy M. M. Navarro
CFP®, ChFC®, CLU®
Christopher J. Thomas
CFP® , CPA
John D. Lee
Mitone M. Griffiths
Chief Compliance Officer
Director of Financial Planning and Investments
Client Services and Marketing Coordinator
Client Services Specialist