Fee-Only Fiduciary · CFP® Certified

Wealth management that
works for you, not us

Vantage is a fee-only fiduciary firm — we're legally obligated to act in your best interest. No commissions. No conflicts of interest. Just objective advice.

Schedule Free ConsultationOur Services
CFP® Certified
Fiduciary Standard
Fee-Only (No Commissions)
SEC Registered
Assets Under Management
$340M+
Managed for 280+ client households
Average Client Outcome
23% tax reduction
Through integrated tax and investment planning
Client Tenure
11.4 years avg.
Clients stay because the results speak
Services

Comprehensive financial
planning & management

01

Investment Management

Diversified portfolio construction, tax-loss harvesting, rebalancing, and performance reporting. We manage $500K minimum with full transparency.

02

Retirement Planning

401K optimization, IRA strategy, Social Security timing, and income distribution planning so your money outlasts your needs.

03

Tax Planning

Year-round collaboration with your CPA on Roth conversions, capital gains timing, deduction strategies, and estate tax reduction.

04

Estate Planning

Trust structures, beneficiary alignment, charitable giving strategies, and coordination with your estate attorney to protect your legacy.

05

Business Owner Planning

Exit planning, business valuation, qualified plans (SEP, Solo 401K, Defined Benefit), and succession strategy for entrepreneurs.

06

Financial Planning

Comprehensive financial plans covering cash flow, insurance, education funding, and major life transitions — revisited annually.

Our Approach

We earn trust through
transparency

Most financial advisors earn commissions when they sell you products. We don't. Our fee-only model means our only incentive is your financial success — legally and ethically.

1
Discovery ConversationWe learn your complete financial picture, goals, fears, and timeline. No selling — just listening.
2
Comprehensive Financial PlanA written plan covering investments, taxes, retirement, estate, and insurance — all connected.
3
Investment ImplementationLow-cost, tax-efficient portfolios built around your goals — not our product shelf.
4
Ongoing PartnershipQuarterly reviews, proactive tax planning, and immediate availability when life changes.
Your Advisors
David Vantage
David Harrington, CFP®
Founder & Lead Advisor
28 years in financial planning. Specialist in retirement transition and high-net-worth tax strategy. Named Top Financial Advisor by Texas Monthly three years running.
Sarah Chen
Sarah Chen, CFP®, CPA
Senior Advisor · Tax & Planning
The rare dual CFP/CPA credential. Sarah coordinates investment and tax strategy so nothing falls through the gap between your accountant and advisor.
Client Voices

What clients say after
years of partnership

"After 20 years at a wirehouse, I switched to Vantage. The difference in alignment is profound. For the first time, I know my advisor's interests and mine are identical."
Richard M. — Retired Executive
Investment Management · 8 Years
"Sold my business for $4.2M. David and Sarah's exit planning work saved us over $680,000 in capital gains tax. That's not an estimate — that's the actual number."
James & Carol T. — Business Owners
Business Exit Planning
"I've referred four colleagues to Vantage. Not because they asked — because the way they've managed my retirement has made me want to share it."
Patricia R. — Physician
Retirement & Tax Planning · 6 Years
Let's Connect

Is Vantage the right
fit for you?

We work with families with $500K or more in investable assets who want more than a product — they want a genuine financial partnership. If that's you, let's talk.

Phone(512) 555-0490 Email[email protected] Office816 Congress Ave, Suite 1200 · Austin, TX 78701 Minimums$500K investable assets for investment management · No minimum for planning-only RegistrationSEC-Registered Investment Adviser · TX Insurance #TDI-0041
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Investment advisory services offered through Vantage Wealth Advisors LLC, an SEC-Registered Investment Adviser. Past performance does not guarantee future results.