Vantage Impact -

Bruce Kern

My experience with Vantage Impact exceeded my expectations. I’ve engaged in similar discussions with other firms in the past, where it often felt like they had their own agenda rather than truly understanding mine. Boston stands out as a consultant who genuinely listens to his clients’ needs, focusing on finding the best solutions rather than simply making a sale that benefits only his firm. His approach exemplifies what it means to be client-centered.
I can’t thank Boston enough for helping me make the transition from a wire house firm to now having my own company.

Doug Moss

5 stars for sure. I would turn it up to 11 if I could!

Boston / Vantage Impact were so easy to work with. Every contact with the Vantage Impact team was productive and moved me closer to my goal of making a transition to a new advisory. Every meeting set up by them was helpful in me gaining clarity on what I wanted to transition to. And Vantage Impact was supportive once I was in final stage negotiations with the firm I ended up at.

If you are a financial advisor looking to transition to a new firm do yourself a favor and talk to Vantage Impact!

Adam Newman

Vantage has made a tremendous impact on our firm during the time we've worked together. In just under a year they've helped us refine our brand and messaging, develop our new website, and provided our team with the accountability and guidance needed in order to revamp our entire marketing infrastructure. The most impressive part about our experience with Vantage has been their team. Everyone we've worked with has been patient, knowledgeable, and responsive to the point where we feel like they're a part of our firm. We highly recommend the Vantage Impact team!

Jon Henderson

We were pleased to work with the Vantage Impact team to find the perfect advisor to join our growing team. They took the time to understand our goals and who we are as a firm to ensure the fit. Their team dedicates the time it takes to make finding a team member a smooth process for everyone involved. They helped us by providing the new advisors bio, press release, and offered social media communications to create great client engagement.

Erica Arroyo

Our firm has worked with Vantage Impact for almost one year, and they have delivered a very professional experience as we have worked together to clarify our message and create a comprehensive marketing strategy. We look forward to a continued partnership as we develop and execute on growth strategies.

Kyle McFarland

Our firm Burney Wealth Management partnered with Vantage to create a new website and marketing strategy. We had worked with firms prior with mixed results and knew very quickly in our engagement with Vantage that we were working with the right group. They delivered every step of the way and the end result is a website we can be proud of promoting and a marketing strategy that will allow us to continue to grow our business!

Justin Long

The team at Vantage was nothing short of outstanding! The communication and transparency through the process as well as their ability to connect me with an adviser that fit our culture was absolutely spot on!