Advantage Financial Services

Advantage Financial Services came to be in 2008 when founder, Ryan Peterson, saw a need in the financial services market to help clients who had outgrown the one-size-fits-all mass market approach. Since then, Advantage Financial has found great success in building portfolios that serve client needs. The foundation of those wealth portfolios has been independent, non-biased research and resources.

Ryan says, "What makes us unique is our independence, not being tied to a big institution telling us how or what to do. Every day, everything we do is based 100% on executing for our clients, helping them meet their goals, and giving them the best possible experience."

Fifteen years after its formation, Advantage Financials' team has grown to include experts and specialists from every field of the financial planning world, from estate and succession planning to business succession, portfolio management, stock portfolio analysis, and retirement planning. Utilizing experts has allowed ADV to drown out a lot of the market noise and hone in on sound, sober financial planning approaches for long-term success and security.

"We work hand in hand with client's legal and tax advising team to ensure we are proving wholistic plans and understanding the client from every viewpoint," Daniel Wilde, portfolio manager, says.

Having Ryan and Daniel serve as portfolio managers, ADV cuts out the middleman associated with the typical mutual fund portfolio, reducing costs and giving clients a front-row, personalized touch. Focusing in productive assets inside the portfolio, applying fundamental research on high-quality businesses with stable management, a history of dividend growth, profitability, clean balance sheets, and including private investments create diversification. This approach has allowed ADV to give their clients superior, risk-adjusted performance.
In the estate planning division, ADV deals primarily with clients who have large businesses, family farms, and/or high-met worth individuals who want to ensure a tax efficient succession/ legacy strategy. As always, accountants and lawyers are the backbones of estate planning, and help to figure out how to structure their investments or insurance accounts to reflect the most efficient succession and legacy plan.

While clients are in the accumulation phase of life, ADV offers protection planning, being their defensive team for when things go wrong. "Premature death or major health crises are all too common and often the reason financial plans fail-we need to protect families and hard-earned businesses under any unfortunate circumstance," says Monique Atkins, estate and insurance planning specialist.

Since its inception, Advantage Financial Services has strived to be a trusted partner for their clients. A place where they can receive sound investment advice, robust portfolio management, risk mitigation, and service that is second to none. As their clients have been succeeding, so have they. As a result, Advantage Financial Services is one of the country's fastest-growing firms, and we are happy to recognize them for their achievements.