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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.


We want to know what is most important to you.


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


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

Everybody is talking about:  Responsible Investing

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.

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