Advisors at this firm
William W
Series 63, Series 65
Cleveland, OH
Vantage Financial Group, Inc.
William Witt is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding Series 63 and Series 65 credentials and totaling 48 years of industry experience. He has been with Vantage Financial Group since 2010 and also maintains a financial advisory role with Witt & Moss Financial Partners, LLC. Outside of his advisory work, Witt serves as assistant to the treasurer on the finance committee of the United Church of Christ in Brecksville, OH. Vantage Financial Group provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers tailored portfolio management and comprehensive financial planning using mutual funds, ETFs, and individual equities, with discretionary and non-discretionary strategies.
Michael C
CFP®, Series 63
Cleveland, OH
Vantage Financial Group, Inc.
Michael Cleary is a CFP® professional with 37 years of experience in financial advising. He has been with Vantage Financial Group, Inc. since 2015 and also has a long tenure at Cetera Wealth Services, LLC beginning in 2013. Cleary is an independent insurance agent and serves as a director of the Northeast Ohio Association of Financial Professionals. He is also a former attorney, though not currently practicing law. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and uses a range of investment strategies tailored to client objectives, risk tolerance, and liquidity needs.
Kevin H
CFP®, Series 63, Series 65
Stamford, CT
Vantage Financial Group, Inc.
Kevin Hansley is a CFP® professional with 38 years of industry experience, currently serving as an advisory representative at Vantage Financial Group, Inc. since 2014. Prior to this, he was associated with Cetera Wealth Services, LLC beginning in 2013. Outside his advisory role, Hansley serves as president of a condominium association in West Palm Beach, Florida. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers both discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, and individual equities tailored to client objectives and risk tolerance.
James H
CFP®, Series 63
Cleveland, OH
Vantage Financial Group, Inc.
James Henyey is a CFP® professional with 35 years of experience in the financial industry. He has been with Vantage Financial Group, Inc. since 1990 and also worked at Cetera Wealth Services, LLC from 2013 to the present. In addition to his advisory role, he is an independent insurance agent specializing in disability and life/accident/health insurance. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers portfolio management and financial planning tailored to client objectives, utilizing mutual funds, ETFs, and individual equities, with the ability to employ various trading strategies when appropriate.
George S
Series 63
Cleveland, OH
Vantage Financial Group, Inc.
George Smith III is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Vantage Financial Group since 2000 and previously worked at Cetera Wealth Services, LLC. Outside of his advisory role, Smith serves on the finance council for St. Joseph Parish and is a board member of Youth Opportunities Unlimited. Vantage Financial Group, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers portfolio management and financial planning tailored to client objectives, employing fundamental analysis and a range of investment strategies.
Kemper A
Series 63
Cleveland, OH
Vantage Financial Group, Inc.
Kemper Arnold is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at The Prestwick Group, Cetera Wealth Services, Vicus Capital, and Vantage Financial Group. Outside of advising, he serves as a legal consultant and mediator, is a director and officer of a charitable foundation, and participates as an honorary trustee with the Cleveland Marshall Law Alumni Association. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers tailored portfolio management and comprehensive financial planning using mutual funds, ETFs, and equities, employing strategies such as fundamental analysis, trading, margin, and options when appropriate.