Who We Are
The Vantage Point Chief Financial Officer process is driven by Barbara Ray, a seasoned advisor who not only knows the business world inside and out, but practices it by building a deep level of trust and assurance with each individual client.
As a former executive at a $20 Billion Fortune 40 Company, Barbara Ray, CPA/MBA, holds the PFS designation from the AICPA. She has over 30 years of experience in finance ranging from start-ups to Fortune 40; the last 10 years of which has been used to bring this experience to her clients and to the community.
Barbara Ray’s years of experience chart the course to financial peace of mind and heart. It begins with a journey of discovery that offers a tailored, customized financial plan for each client’s specific present-day needs and expectations for the future.
As your Private CFO, Barbara Ray is your financial point person offering strategic, personalized direction within a fee-only structure and fiduciary standard of care.
In addition to working in cooperation with your personal team, Vantage Point Advisors has a robust network of alliances for strategically implementing our business and wealth strategies.
While we coordinate closely with your and our allied team, we remain an independent Registered Investment Advisor firm with fiduciary obligation to you. This approach ensures that our advice remains objective and targeted on serving your highest interests.
The BAM ALLIANCE
A community of more than 130 independent wealth management firms located throughout the United States – United in belief and in practice that there is a better, more effective and more resilient way for investors and their families to safeguard their financial futures. The BAM ALLIANCE shares our commitment to transform the wealth management experience to be about you, your family, and your dreams. Through the BAM ALLIANCE, we share research, tools, and best practices that help us provide the highest level of service in all areas of wealth management. > VIEW PAGE
Dimensional Fund Advisors (DFA)
Built based on the science of capital markets, Dimensional Fund Advisors have helped our clients pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Since our inception, Dimensional has been translating compelling research into practical, low-cost investment solutions for our clients. Their enduring philosophy and deep working relationships with the academic community underpin their approach to investing and form the foundation for new strategies. > VIEW PAGE
Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us limited power of attorney (LPOA) to execute transactions on your behalf, accounts are held in your name. > VIEW PAGE