A complete list of active advisors currently associated with Neumann Capital Management

Warmer can help you find a great advisor at Neumann Capital Management or one who fits your needs even better.

Neumann Capital Management is a fee-only wealth management firm that manages roughly $630 million for about 191 clients, providing portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, and charitable organizations. It offers two primary programs: a Comprehensive Wealth Management program that combines financial planning and portfolio management, and an Essential Wealth Management program that provides portfolio-management-only, model-based strategies. The firm’s investment process emphasizes strategic asset allocation across multiple asset classes, proprietary in-house screening, and disciplined rebalancing, and it uses Monte Carlo simulations (10,000 runs) to test plan assumptions and tailor target allocations. For its Essential program it primarily implements model strategies using ETFs and, more broadly, favors low turnover to help manage transaction costs and tax efficiency in taxable accounts. Compared with many team firms, Neumann operates from five offices, a structural footprint that is uncommon for its peer group and may support broader client service capacity. The firm also discloses use of alternative strategies and the application of derivatives in certain separately managed accounts—features that are less common among similarly sized advisory teams and that differentiate aspects of its investment implementation.

To learn more about the advisors currently working at Neumann Capital Management, 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.