About

Vantage Point Executive Advisory Group, LLC is a boutique CFO advisory firm providing strategic financial leadership to growing organizations. We serve as a fractional CFO at two levels: CFO Lite and CFO Partner. CFO Lite supports leadership teams with financial structure, cash flow visibility, budgeting, forecasting, and KPI insights—bringing discipline and clarity without the need for a full-time executive. CFO Partner is designed for organizations seeking a true strategic finance partner—someone embedded alongside ownership and leadership to guide growth strategy, capital decisions, performance management, and long-term value creation. We specialize in working with organizations in the medical, education, non-profit, and insurance sectors, particularly those navigating complexity, scale, or transition. Our clients value a CFO who moves beyond reporting and compliance to translate financial data into clear, actionable strategy. As a boutique firm, we work selectively and partner closely with leadership teams, providing senior-level insight, thoughtful execution, and financial leadership that creates confidence, optionality, and sustainable enterprise value.