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Investment Planning

Your partner in pursuing financial growth.

From building your first investment to working toward optimizing your portfolio, our financial advisors at Vantage Investment Services Group^* understand your St. Louis lifestyle and put your goals first.

Financial Advisors
Personalized investment planning strategies
St. Louis expertise

Talk to a Financial Planner

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Your Investment Planning Advantage

Your guides to work toward financial success.

Our Vantage Investment Services Group^* advisors bring decades of experience right here to the St. Louis metro area. They understand what matters to our community—from South City starter homes to St. Charles retirement dreams. Whether you're building and preserving wealth, planning for college expenses, saving for retirement or leaving a legacy, our team creates personalized strategies that grow with you.

Member Exclusives

Unlock investment potential.

Smart Fee Structure

Get dedicated support to work toward growing and protecting your assets with competitive wealth management fees.

Reviewing and Making Adjustments

Along the way, we’ll monitor market trends and track your progress in an effort to optimize your plan. We’ll meet with you to discuss what’s working and where you’d like to see improvement.

Financial Planning

Prepare for your financial future.

Financial planning is more than just saving money — it's building confidence so you can live life as you choose. When you’re making your first investment or optimizing an established portfolio, the journey is smoother with a dedicated professional guiding the way.

Personalized consultation
Risk-based strategies
Ongoing monitoring

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Retirement Planning

Your retirement, your way.

Everyone’s vision for retirement is unique. Whether you're planning on pursuing hobbies, volunteering or starting a new business, we're here to help you conquer important decisions with confidence.

Income calculation
Personalized long-term planning
Strategic investment selection

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Wealth Management

Leverage your assets.

We help our neighbors work toward building stronger financial futures. Our advisors provide comprehensive wealth management with a fee-conscious approach that seeks to grow and protect your assets while keeping more of your money invested.

Comprehensive financial analysis
Tax-efficient strategies
Legacy planning services

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Education Planning

Investing in their tomorrow.

Rising education costs can feel overwhelming. Rather than wonder about the financial burden, our team helps you proactively plan for your children's future with strategies that work as hard as you do.

Education needs assessment
College savings options
Strategic funding approaches

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Get your personalized match!

Complete this quick form and our team will reach out!

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

^* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Vantage Credit Union and Vantage Investment Services Group are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage Investment Services Group, and may also be employees of Vantage Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Vantage Credit Union or Vantage Investment Services Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Vantage Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.