Broker Check

Your Future, Your Finances, Your Independence

McNeily & Company will help you build a financial future you can feel good about.

McNeily & Company Wealth Planning Philosophy

Our mission is to provide a professional, distinctive perspective for each and every client. We listen to your aspirations and help you to work towards your goals using a disciplined and holistic approach that you can understand. Independently owned, McNeily & Company provides objective and complete financial guidance, with the benefit of unrivaled client service.

Understand

We want to know what is most important to you.

Implement

Together, we develop a financial road map with your plans for the future in mind.

Collaborate

We work together to see that action plan through, communicating every step of the way.

Everybody is talking about:  Responsible Investing

Responsible investing is about putting your money to work for you by investing in companies that care: growing your wealth while funding sustainable practices from ethical businesses.

At McNeily & Company, one of our newest investment options is the Responsible Investment Portfolio. This portfolio consists of companies who engage in diverse hiring practices, care about the environment and make values-based business decisions that prioritize long-term success over short-term gains. Whether you have $10 million or $1,000, you can make an impact with responsible investing.

Learn more

Ready to start planning for your future?

Schedule a Consultation

Have a Question

Name
Email
Message
Thank you! Oops!