Chad Neely

Chief Executive Officer
Financial Advisor

Ready to focus on your financial goals? I can help.

My top priority is to help assist individuals and small business owners achieve their financial goals and create generational wealth. I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and or individual strategy.

Chad focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. It is his belief that each individual or family’s financial goals are unique and require individually tailored solutions. Chad has a strong focus on Asset Protection and Wealth Accumulation strategies.


  • Bachelor’s Degree in Finance – Eastern Michigan University
  • FINRA Series 7, 63, & 65 securities registrations
  • Life & Health Insurance License
  • Medicare Supplement and Long Term Care - registered in North Carolina


  • Enjoys working in the community
  • Coaches youth basketball
  • Empowering individuals
  • Spending time with family