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.

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.