Matt McNeely

Investment Analyst
Matt McNeely smiling

How I’m expanding what’s possible with money

I enjoy taking solutions I’ve learned from working with institutional investors and using them with clients whose values better reflect my own.

Outside of work, my passions include

Searching for answers to my three-year-old’s questions, trying to recreate favorite dishes from restaurants, watching “how to” videos on fixing things around the house, and running slowly around Kenneth Hahn park.

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Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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