Investors Advantage

At Investor's Advantage Corporation, we have been dedicated to helping individuals achieve financial independence since 1979. Our team of experienced professionals is committed to providing personalized financial planning, investment management, and insurance services designed to meet the unique needs and goals of each client.

Our History

Founded by President John Grace, Investor's Advantage Corporation was established with a passion for working with individuals who are seeking financial independence. Over the years, we have built a reputation for our expertise in creating transparent and efficient portfolios that strive to exceed client objectives. We have worked with clients from all over the United States, helping them navigate the complexities of personal finance and achieve their financial goals.

Our Values

At Investor's Advantage Corporation, we value integrity, expertise, and professionalism. Our team is dedicated to providing exceptional service, personalized attention, and tailored solutions to each client. We believe that financial planning should be a collaborative process, and we work closely with our clients to understand their unique financial goals and aspirations.

Investment Management

We take a proactive approach to investment management, working closely with each client to develop a customized investment strategy that aligns with their financial objectives. Our team has the expertise to manage investment portfolios through various market conditions, ensuring that our clients' assets are protected and their financial goals are achieved.

Financial Planning

Financial planning is a comprehensive process that involves assessing an individual's financial situation, setting financial goals, and developing a plan to achieve those goals. At Investor's Advantage Corporation, we take a collaborative approach to financial planning, working closely with each client to develop a personalized plan that is tailored to their unique financial situation and goals.

Insurance Services

We offer a range of insurance services, including long-term care insurance, life insurance, and disability insurance. Our team has the expertise to help individuals and families protect their financial security and plan for the unexpected.

Giving Back

At Investor's Advantage Corporation, we believe in giving back to the community. We have a long history of supporting local charities and organizations, and we are committed to making a positive impact in the community.

Meet Our Team

Our team is composed of experienced professionals who are dedicated to providing exceptional service and expertise to our clients. Meet John Grace, our President and founder, who has over 30 years of experience in the financial industry. Meet Daniel Medina, our office manager, who has a background in project management and a passion for community service.