What is a registered investment advisory (RIA) firm?
As a registered investment advisory firm, Vantage Advisors, LLC, acts in a fiduciary capacity, meaning that we always put the interests of our clients ahead of our own interests. Under the Investment Advisers Act of 1940, any firm that is engaged in the business of providing financial advice for a fee is considered to be an “investment advisor.” These firms are required to be registered with the appropriate federal or state agency. As such, Vantage Advisors, LLC is registered with the State of Utah securities division.
What does the CPA/PFS designation indicate?
PFS is a specialty credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in helping individuals plan all aspects of their wealth. Every three years, PFS professionals must complete 60 hours of continuing professional education. PFS applicants study estate planning, retirement planning, investing, insurance, and other areas of personal financial planning. To become a PFS, candidates must be active members of the AICPA, have at least three years of financial planning experience, meet all the requirements for being a CPA, receive professional recommendations, and pass a comprehensive written exam.
Vantage Financial Solutions, Inc.
We are available to provide health and life insurance or annuities for which, our sister company, Vantage Financial Solutions, Inc., and its agents may receive a commision.