Founded in 1993 by Robert M. Neilio, R. M. Neilio & Associates, Inc. is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company operates as a fiduciary, committed to a disciplined, long-term investment philosophy. Its core services include comprehensive financial planning, investment management, retirement planning, and estate planning, tailored primarily for individuals, families, and trusts.

Founded in

United States