Founded in 2003 by Scott McNeely, McNeely Financial Strategies, LLC is an independent Registered Investment Adviser (RIA) firm committed to the Fiduciary Standard. The firm provides fee-only comprehensive financial planning and investment management services, focusing on creating personalized strategies for clients in areas such as retirement planning, investment management, insurance, and estate planning. They emphasize a disciplined, long-term approach to help clients achieve their financial goals.

Founded in

United States