A complete list of active advisors currently associated with Olimpio Neu & Associates, Inc.

Warmer can help you find a great advisor at Olimpio Neu & Associates, Inc. or one who fits your needs even better.

The firm provides discretionary and non‑discretionary investment management, non‑managed advisory services, and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, non‑profits, and business entities. It manages approximately $77 million across a modest client base and develops individualized investment policies through client discussions. Its investment approach is grounded in asset allocation, diversification, patience, discipline, and tax‑efficiency, and it uses both fundamental and technical analysis to implement portfolios. The firm implements strategies across equities, fixed income, mutual funds, ETFs and annuities, may recommend third‑party managers, and discloses use of derivatives and leverage where appropriate. Noteworthy for a firm of its size, it is affiliated with an accounting/consulting practice and one of the firm’s principals is a licensed CPA, which informs the firm’s emphasis on tax and estate planning in financial analyses. The firm also sponsors a private investment partnership that is not offered to current advisory clients—an arrangement and an accounting affiliation that are relatively uncommon among peers and that the brochure discloses as potential conflicts to be managed.

To learn more about the advisors currently working at Olimpio Neu & Associates, Inc., 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.