Green Springs Golf Course, Washington, UT

Our Team

 

As a team, we bring the collective wisdom of multidisciplinary specialties and peripheral vision to give you the best solution.

Neal Marchant, CPA ®,PFS®


President, Wealth Manager

As an experienced wealth manager, Neal is responsible for assessing, developing, and implementing successful wealth strategies for our clients.

Neal joined the Vantage Advisors side of the firm in 2012, transitioning from our sister company, Vantage Strategies, LLC, where he started in 2005 and later served as the company’s President and Chief Planner.

He began his career working with a top national accounting firm, and then a top local firm in St. George.

Neal holds bachelor’s degrees in accounting and finance, and a master’s degree in accounting (MAcc) from Southern Utah University. He is a licensed Certified Public Accountant (CPA®) and a Personal Financial Specialist (PFS®), a specialty designation from the American Institute of Certified Public Accountants (AICPA®), awarded exclusively to CPAs who have demonstrated professional experience and education in personal financial planning.

Neal is an avid fly fisherman and loves baseball. He is happily married and the proud father of six.

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Vantage Advisors, LLC
50 East 100 South #101
St. George, UT 84770
Phone: 435-628-6336
Email: info@vantageadvisorsllc.com

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