Vantage Pointe Planning

At Vantage Pointe Planning, we know the most significant value add we offer is our advice. We believe so strongly in this that we’ve intentionally built our entire practice to reflect that.

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You only pay for our advice, pure and simple.

Many Fee-Only firms require you to have your assets under their management or have a certain minimum required before they work with you.

We decided this was not the best way to serve our ideal clients; you see, we believe that YOU are in the best position to steward your finances, no one cares about your money, goals, dreams, fears more than YOU. We work alongside you and provide objective professional advice and help you gain perspective and prioritize the things that are important to YOU.

Vantage Pointe Planning is a Burlington, NC fee-only financial planning firm serving clients locally and across the country. Vantage Pointe Planning provides comprehensive financial planning including cash flow & budgeting, investment consulting, estate planning, retirement planning, and insurance analysis to help clients organize, grow and protect their assets. As a fee-only, fiduciary, and independent financial planning firm, Vantage Pointe Planning is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

We'd Love To Speak With You If:

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Advice

You’ve been looking for objective planning advice.

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Smarter Fees

You want to avoid paying commissions and/or avoid asset management fees.

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Transparency

You value professional advice and transparency.

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Vantage Pointe Planning, L.L.C. is a registered investment advisor with North Carolina. We are not limited to this state, as we will register with other states when our client count in any particular state meets registration requirements. We will offer individualized responses to persons in a particular state only after complying with that states regulatory requirements, or pursuant to an applicable state de minimis exemption or exclusion. This web site is for educational purposes only and the information contained herein should not be construed as an offer to provide investment advice. The information should not be construed as advice to meet the particular investment needs of any investor. With each financial planning engagement, our ADV Part 2 which includes the Privacy Policy, must be delivered to the Client. These will be emailed to you prior to our Introductory Meeting.