Vantage Welcomes Exertus
Vantage Financial Alliance is pleased to announce the integration of Exertus Financial Partners into the Vantage organization, bringing together two dynamic organizations with a shared commitment to developing financial professionals, serving families and building successful, sustainable businesses.
For Exertus, the opportunity goes well beyond joining a larger organization. Its advisors will gain access to Vantage’s AI-powered tools and technology platform, designed to help financial professionals work more efficiently, identify opportunities, improve client engagement and build their businesses. They will also benefit from Vantage’s experienced leadership team, competitive compensation program, established carrier relationships, leadership development resources, marketing and recruiting support, and comprehensive business-building systems.
Eric Antonio, CEO of Exertus said, “We believe Vantage is a great fit for many reasons, but the most important is leadership. Leadership is not everything, it’s the only thing. I wanted to partner with leaders who know where we are going and how to get there as quickly as possible. We have known these leaders for more than 30 years, and that history matters.”
“We are thrilled to welcome Eric and the entire Exertus organization to Vantage,” said Jeff Levitan, Chairman & CEO of Vantage. “Eric and his team have built an impressive organization around leadership, relationships and the development of financial professionals. We believe they are an excellent cultural fit for Vantage, and we are excited about what our combined organizations can accomplish.”
Vantage is excited and proud to welcome Exertus to the organization and looks forward to building an even stronger future together.