Whether you are starting your career, growing your family or nearing retirement, life is full of change. While some changes can be planned for, we recognize that “life is what happens when you’re busy making other plans.” We’re here to guide you through the unplanned moments too, so that you can rest easy and enjoy the moments that matter to you most.
We serve our clients in a fiduciary capacity, prioritizing our clients’ best interests ahead of our own. We believe everyone should have access to quality financial advice and education, and strive to make our services accessible to a broad audience. We have no hidden fees or asset minimums. Regardless of where you are right now, we are ready to help you simplify personal finances and plan your financial future.
When you partner with Neary Financial Planning you have a voice. After all, this is your money and your financial future. Your unique circumstances and individual goals are important to us, and learning about them helps us deliver more meaningful financial guidance.
We want to collaborate with you as you navigate your finances and help you make informed financial decisions. Finances often impact multiple areas, and we believe in proactive collaboration with attorneys, CPAs and other professionals when making important financial decisions.
We are grateful for the community we live in and are proud to bring our financial experience and expertise to serve our local community in southeast Wisconsin. While we love working with clients locally, we also welcome the opportunity to work with clients outside of Wisconsin as well.
Whether you want to be hands on or hands off, we offer different service models so that you can obtain financial guidance that is tailored to your needs.
No hidden fees, no commissions and no account minimums. Our fees are billed either as a percentage of assets under management or as a flat-rate hourly fee, quoted up front for full transparency. Please see our services tab for information about our fees.
As our way of thanking and honoring those who have served our country, we offer a 10% discount to active-duty service members and veterans.
We’d love to work with the whole family! First degree relatives can be aggregated for billing purposes with our assets under management service model, resulting in cost savings for your family.
We offer an hourly rate service, quoted up-front, for do-it-yourself investors interested in comprehensive financial planning. We also offer a traditional assets under management service model, catering to individuals looking for ongoing and active portfolio management along with comprehensive financial planning.
Comprehensive financial guidance that goes beyond the numbers to help you live the life you want today while securing your financial future.
Carefully crafted and broadly diversified investment portfolios that mitigate risk while considering both your short-term and long-term goals.
We work with clients navigating a variety of life changes. We are passionate about helping individuals navigate their finances while facing a change in health.