Vantage Financial Group, Inc. Acquires The Neely Group

On May 14th, 2009, Vantage Financial Group and the Neely Group announced a new partnership at the picturesque Grove City Country Club.

Click here for press release

Vantage purchased The Neely Group, a private client investment management and financial consulting boutique headquartered in Grove City, PA.

“Why would I take in new partners at this stage of my career?  To enable The Neely Group to be part of something much more dynamic and at the same time be able to take advantage of the new opportunities that now exist in the market place.  More importantly, by adding new partners I will have more time to spend with my clients and they (new partners) can take care of the office staffing, budgets, equipment and compliance and all of the other time consuming details of keeping an office open.  I look forward to this new stage in my career and with the Market and the economy as it is today, I will be able to devote 100% of my time researching products available and spending more time with all my current and future clients,” said William Neely.

Bill Neely and Aaron Stanley addressing clients, friends, and family

During the announcement, Mr. Neely also introduced the latest member of his team, Aaron Stanley, a registered representative and investment advisor.

Marty Uhle, President and CEO of Vantage Financial welcoming Bill and Aaron to the Vantage Family

Marty Uhle, President and CEO of Vantage Financial said, “We are pleased to partner with Bill Neely and his team in Grove City and look forward to working with them for many years to come.”  There are no changes required for the firm’s clientele since both Vantage and Neely use a common brokerage platform.

Bill Neely and Aaron Stanley

Bill Neely and his wife Lynn

Aaron Stanley, his parents Howard and Ann Stanley, and fiancee Hannah Stock