About Us

Before we talk about McNeily & Company, let’s talk about YOU.

Every person who visits this page is unique. You wake up every day and get to work. That work has value: it’s a tool to bring you closer each day to your personal goals.

Whether you hope to retire soon, or just want to make that dream family vacation a reality next year, your goals require a few key ingredients to achieve:

• A plan
  
• Dedication
  
• Time
  
• Money

McNeily & Company helps individuals and families define and realize their goals with thoughtful financial planning. By working with real people who want to be held accountable to make changes for a better financial future, we fulfill our number one goal of making you feel confident about your financial health.

Financial tools and mechanisms are complex, which is why we treat our clients like partners.

McNeily & Company is a team you can trust with your financial future. We set realistic goals and deliver real results. Free from institutional corporate pressure, quotas we need to meet or incentives to sell proprietary products, we’re only accountable to you.

Meet the Team

Mike McNeily

Mike McNeily is passionate about helping people understand their financial forecast, stay accountable to their wealth plans and pursue their long-term goals. The financial crisis in late 2007 challenged Mike to work closely with his clients and guide them through this difficult period, eventually inspiring him to found McNeily & Company in 2012 so he could continue to independently serve his clients.

With over a decade of experience in the wealth management industry, Mike continues to uphold the McNeily & Company’s core values: to educate his clients, to keep their long-term financial goals top of mind, and to design comprehensive investment strategies that strive to provide the best possible results for each individual.

Mike has always been motivated to help people, both through his work and in his personal life, where he is actively involved in many civic and philanthropic organizations. He served as a Board Member of the Brookfield Chamber of Commerce from 2007-2012, earning Member of the Year awards in 2008 and 2010. He was President of the same chamber from 2011-2012. In 2009, Mike was named one of the Top Ten Young Persons in Illinois, along with Charles Tillman of the Chicago Bears and Brooks Boyer of the Chicago White Sox. Mike helped establish an Associate Board for Community Support Services, a nonprofit that serves people with intellectual and developmental disabilities and their families. He also founded the local chapter of 100 Men Who Give a Damn in Chicago and spends time coaching his kids’ sports teams. Mike lives in Western Springs with his wife, Caitlin, and their three kids.

Mike earned his bachelor’s degree at Indiana University in Bloomington. Through LPL Financial, Mike is registered as a broker, an investment adviser representative and carries the Series 7, 24, 63 and 66 licenses. Michael also carries an Illinois insurance license for Life and Variable contracts.

Have a financial question? Send it to Mike for an answer within 48 hours.