A complete list of active advisors currently associated with Neu Wealth Group

Warmer can help you find a great advisor at Neu Wealth Group or one who fits your needs even better.

Neu Wealth Group provides advisory services primarily to individual and high‑net‑worth clients, and also works with trusts, retirement plans and business entities. Services include comprehensive portfolio management, standalone financial planning and retirement plan consulting, as well as assistance selecting and monitoring third‑party money managers. The firm applies a mix of fundamental, quantitative, qualitative and technical analysis within asset allocation and fixed‑income frameworks, and implements both long‑ and short‑term trading strategies as appropriate. Neu Wealth routinely uses margin and options strategies, and its managed accounts may employ borrowing and other derivatives within separately managed account structures. What is distinctive for a firm of this size is the concentration of assets under a single advisor — roughly $292 million in discretionary AUM — and the recent expansion to include private funds as a strategy. The firm also partners with external platforms and providers (including a sub‑advisory relationship and use of third‑party trading/custody platforms) and discloses ownership interests in planning software that it uses, which may influence workflow and implementation choices.

To learn more about the advisors currently working at Neu Wealth Group, 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.