A complete list of active advisors currently associated with Neat Financial Planning

Warmer can help you find a great advisor at Neat Financial Planning or one who fits your needs even better.

Neat Financial Planning provides financial planning, investment management, tax preparation services, and educational workshops to individual clients (including high-net-worth individuals) and to organizations that engage its seminars. Financial planning is typically delivered in conjunction with ongoing investment management, with one-time project plans and standalone tax-preparation engagements available under separate agreements. The firm primarily employs a passive, long-term asset-allocation approach grounded in Modern Portfolio Theory, using index mutual funds, ETFs, and periodic rebalancing; investment management is generally discretionary while financial planning recommendations are provided on a non-discretionary basis. It applies both fundamental and technical analysis as part of its process, reviews portfolios regularly, and may aggregate trades for execution or engage an unaffiliated sub-adviser to implement trading when deemed appropriate. What distinguishes this firm from many small independent advisers is its combination of tax-preparation services and formal tax credentialing alongside financial-planning and investment management, plus a practice of hosting educational workshops and seminars — services the firm highlights in its ADV. The firm also manages a modest number of client relationships and discloses a sub-advisory relationship to execute certain trades, which can affect how implementation and execution are handled for some clients.

To learn more about the advisors currently working at Neat Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jing Zheng	Falls Church, VA	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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