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Our Work

Wondering what it’s like to change firms or launch an RIA with our team of transition consultants?

Let our clients tell you.

We share their journeys through our Transition Success Stories.

Transition Success Story: Paul Schur

Paul Schur achieved an 8x multiple on his book, defying industry norms. Learn how Vantage Impact guided his journey to independence and financial freedom.

Transition Success Story: Doug Moss to Parallel Advisors

Doug Moss wanted something different than what he was getting from his broker-dealer. But, like many financial advisors, he didn’t know where to start.

Transition Success Story: Paul Romo to Kestra Financial

Paul Romo was feeling limited by his former broker-dealer. Check out how Vantage Impact put his mind at ease throughout the transition process.

Transition Success Story: Ryan Weise to Centura Advisors

Financial advisor, Ryan Weise, was looking for a 'unicorn' firm - read more about how Vantage Impact helped him find the right fit.

Transition Success Story: Nannette Kamien, CFP®, CDFA®, MBA

Financial advisor, Nannette Kamien, realized she needed to make a change - read more about how Vantage Impact helped her find the right fit.